Gary Weinlein
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered in
ChFC®Designation
$256.8BFirm assets
Are you Gary Weinlein? Claim your profile
Contact this firm
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
11 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Avantax Advisory ServiceOct 2021 to now
- Avantax Insurance Agency And/or Avantax Insurance Services.Oct 2021 to now
- Avantax Investment ServicesOct 2021 to now
- Ameriprise Financial Services, LLCMar 2020 to Oct 2021
- Avantax Advisory ServicesOct 2019 to Mar 2020
- Avantax Investment Services, Inc.Oct 2019 to Mar 2020
- 1st Global Advisors, IncJun 2015 to Oct 2019
- 1st Global Capital CorpJun 2015 to Oct 2019
- 1st Global Insurance Service, IncJun 2015 to Oct 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 4942684
- Firm CRD
- 105644