Brenda A. Wheatley
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- Cetera Investment Advisers LLCMar 2026 to now
- Cetera Wealth Services, LLCFeb 2026 to now
- Wealth Strategies Financial GroupFeb 2026 to now
- J.P. Morgan Securities LLCApr 2025 to Feb 2026
- JPMorgan Chase Bank, N.A.Apr 2025 to Feb 2026
- Bank of America, N.A.May 2024 to Apr 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2024 to Apr 2025
- J.P. Morgan Securities LLCNov 2022 to May 2024
- JP Morgan Chase Bank, N.A.Nov 2022 to May 2024
- Bank of America CorporationMay 2021 to Nov 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2021 to Nov 2022
- Fifth Third BankJul 2020 to May 2021
- Fifth Third Securities IncJul 2020 to May 2021
- J.P. Morgan Securities LLCJun 2018 to Jul 2020
- JPMorgan Chase Bank, N.A.Jun 2018 to Jul 2020
- UnemployedMay 2018 to May 2018
- Stephens Wealth Management Group/raymond James Financial ServiceJun 2017 to Apr 2018
- Mclaren FlintOct 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5464427
- Firm CRD
- 105644