William John Powers
Investment adviser representative at Cetera Investment Advisers LLC
32 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
32 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Catholic Order of ForestersJan 2004 to now
- Wm. Powers & Company, PscSep 1994 to now
- Insurance Services of Northern KyJan 1994 to now
- Avantax Advisory ServicesJan 2018 to Sep 2025
- Avantax Insurance Agency, LLCJan 2018 to Sep 2025
- Avantax Investment Services, Inc.Jan 2018 to Sep 2025
- Securities America Advisors, IncFeb 2006 to Jan 2018
- Securities America, Inc.Dec 2005 to Jan 2018
- Powers InvestmentsJul 1995 to Dec 2022
- Pat InvestmentsFeb 1994 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 4068492
- Firm CRD
- 105644