Vanessa Odile Wagner
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Advisors LLCJan 2023 to now
- Cetera Financial Specialists LLCJan 2023 to now
- Cetera Investment Services LLCJan 2023 to now
- Cetera Wealth Services, LLCJan 2023 to now
- Lulu Quelle Surprise LLC, dba Lulu's CottageFeb 2024 to Feb 2025
- Core Power YogaJan 2020 to Dec 2022
- Summit for SomeoneJun 2019 to Dec 2022
- Rental PropertyNov 2015 to Sep 2020
- Extra Medium LLCAug 2013 to Dec 2022
- Transamerica Financial Advisors, IncJan 2012 to Jan 2023
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 4518511
- Firm CRD
- 105644