William Bryan Heck
Investment adviser representative at Cetera Investment Advisers LLC
36 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
36 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Tax & Wealth Management, LLPJan 2011 to now
- William HeckJun 2004 to now
- William B Heck Cpa, PcOct 1990 to now
- Tax Debt Strategies LLCAug 2017 to Aug 2026
- Avantax Insurance Agency, LLCNov 2010 to Sep 2025
- Avantax Advisory ServicesFeb 2010 to Sep 2025
- Avantax Investment Sservices, Inc.May 2009 to Sep 2025
- Proreps Agency, IncMay 1992 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 5671295
- Firm CRD
- 105644