William Kyle Brownlee
Investment adviser representative at Cetera Investment Advisers LLC
27 yearsExperience
2 statesRegistered 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
27 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- EiaMay 2025 to now
- Wb Insurance, LLC dba Counsel Insurance Group, LLCJan 2025 to now
- Forum Partners LLCAug 2019 to now
- Colonial SuretyApr 2009 to now
- Wymer and AssociatesMay 1999 to now
- Avantax Insurance Agency, LLCJan 2018 to Sep 2025
- Avantax Advisory ServicesOct 2005 to Sep 2025
- Avantax Investment Services, Inc.Aug 1999 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
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
- 3254746
- Firm CRD
- 105644