David M Woldman
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 LLCJul 2026 to now
- Bank of Franklin CountyJul 2026 to now
- Cetera Investment Services LLCJul 2026 to now
- Commerce BankDec 2024 to Jul 2026
- LPL Financial LLCDec 2024 to Jul 2026
- Edward JonesSep 2024 to Nov 2024
- Edward JonesJul 2023 to Jul 2024
- CitigroupJan 2023 to Aug 2023
- US Bancorp Investments IncDec 2019 to Dec 2022
- First BankOct 2017 to Nov 2019
- Infinex Investments IncOct 2017 to Nov 2019
- Bank of America NAApr 2015 to Aug 2017
- Merrill LynchOct 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 6413116
- Firm CRD
- 105644