Daniel Willey
Investment adviser representative at Cetera Investment Advisers LLC
15 yearsExperience
5 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Daniel Willey? 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
15 years in the industry.
- Cetera Investment Advisers LLCAug 2025 to now
- Anderson, Foe, Kent, Madsen & Assoc LLC dba Pillar Financial GrpAug 2025 to now
- Cetera Advisors LLCAug 2025 to now
- Northwestern Mutual Wealth Management CompanyJun 2024 to Aug 2025
- Northwestern Mutual Investment Services LLCMay 2024 to Aug 2025
- Luke MadsenMar 2024 to Aug 2025
- Fisher InvestmentsOct 2020 to Mar 2024
- Thomas JensenMay 2019 to Oct 2020
- Northwestern Mutual Investment Services LLCAug 2018 to Oct 2020
- Northwestern Mutual Life Insurance CompanyJun 2018 to Apr 2019
- UnemployedFeb 2018 to Jun 2018
- AmwayMay 2017 to Aug 2018
- Clear Financial PartnersFeb 2011 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 5 states (ID, IL, OR, TX, WA).
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
- 5373888
- Firm CRD
- 105644