Henry Don Conley
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Parkway Fiancial GroupMay 2026 to now
- Cetera Investment Advisers LLCSep 2024 to now
- Cetera Wealth Services, LLCSep 2024 to now
- Conley Wealth Management, LLCJan 2022 to now
- Osaic Wealth, IncJan 2022 to Sep 2024
- Sigma Financial CorporationMay 2018 to Dec 2021
- SpcMay 2018 to Dec 2021
- Carlyle GrillNov 2017 to Feb 2018
- Landmark RealtySep 2017 to Feb 2019
- MeijerAug 2017 to Nov 2017
- Berkshire Hathaway- Snyder & CoOct 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2014
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 4460624
- Firm CRD
- 105644