David Mark Walther
Investment adviser representative at Cetera Investment Advisers LLC
18 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Cetera Investment Advisers LLCAug 2020 to now
- Cetera Financial Specialists LLCAug 2020 to now
- Purk & Associates, P.C.Oct 2010 to now
- Purk Advisors LLC; dba for Investment/wealth Management ServicesOct 2010 to now
- Avantax Advisory ServicesOct 2019 to Aug 2020
- Avantax Investment Services, Inc.Oct 2019 to Aug 2020
- Avantax Insurance ServicesApr 2008 to Aug 2020
- 1st Global Advisors, Inc.Feb 2008 to Oct 2019
- 1st Global Capital Corp.Jan 2008 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (MO).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2989320
- Firm CRD
- 105644