Wendell Lee Bunch
Investment adviser representative at Cetera Investment Advisers LLC
19 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
19 years in the industry.
- Cetera Investment Advisers LLCFeb 2022 to now
- Cetera Investment Services LLCFeb 2022 to now
- Abound Credit UnionMar 2021 to now
- Cuna Brokerage Services, Inc.Jan 2021 to Feb 2022
- Cuna Mutual GroupJan 2021 to Feb 2022
- UnemployedAug 2020 to Jan 2021
- Fifth Third BankJun 2018 to Aug 2020
- Fifth Third SecuritiesJun 2018 to Aug 2020
- Global Motor SportsFeb 2018 to Jun 2018
- Cuna Brokerage Services, Inc.Jul 2017 to Feb 2018
- Southeast Financial CuJul 2017 to Feb 2018
- Fifth Third SecuritiesJan 2008 to Jul 2017
- Fifth Third BankOct 2007 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 5232466
- Firm CRD
- 105644