Timothy Robert Windler
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Cetera Advisors LLCSep 2022 to now
- Cetera Investment Advisers LLCNov 2020 to now
- Prime Financial ServicesAug 2018 to now
- First Allied Securities, IncAug 2019 to Sep 2022
- First Allied Advisory Services, IncAug 2019 to Nov 2020
- Woodbury Financial Services IncMay 2019 to Aug 2019
- Shorewood High SchoolAug 2017 to Nov 2018
- Savaglia Investments & PlanningDec 2015 to Aug 2019
- Cetera Advisor Networks LLCDec 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 6589068
- Firm CRD
- 105644