Charmin Wu
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
14 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- IntuitJan 2019 to now
- Covered CaliforniaJul 2014 to now
- Covered California Aca Certified Insurance AgentNov 2013 to now
- Anthem BluecrossJul 2012 to now
- Charmin Wu Cpa CfpJan 2012 to now
- Ra Lotter Insurance Marketing IncOct 2017 to Sep 2018
- Avantax Advisory ServicesJan 2012 to Sep 2025
- Avantax Insurance Agency, LLCJan 2012 to Sep 2025
- Avantax Investment Services, Inc.Jan 2012 to Sep 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4633293
- Firm CRD
- 105644