John Wayne Hess
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
- Hess Properties LLCJan 2020 to now
- Hess & Loughry LLCDec 2019 to now
- Hess Financial Planning IncDec 2019 to now
- Hess Tax & Accounting Group LLCDec 2019 to now
- Fiduciary AppointmentDec 2018 to now
- Nichols Hess & Assc. Tax & Financial Services, IncSep 1999 to now
- Avantax Insurance Agency, LLCApr 2014 to Sep 2025
- Nichols Hess Properties LLCMar 2009 to Dec 2019
- Avantax Advisory ServicesAug 2006 to Sep 2025
- Avantax Investment Services, Inc.Sep 2004 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 4862694
- Firm CRD
- 105644