Patrick Wolesky
Investment adviser representative at Cetera Investment Advisers LLC
14 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
14 years in the industry.
- Advisornet Financial Inc. dba Advisornet AdvisorsyncJul 2026 to now
- Cetera Investment Advisers LLCJan 2026 to now
- Carleton CollegeSep 2025 to now
- Cetera Wealth Services, LLCNov 2023 to now
- Advisornet Financial Inc.Jul 2023 to Jul 2026
- Cetera Advisor Networks LLCJul 2023 to Nov 2023
- Jmb FinancialDec 2022 to Jan 2023
- Wealth Management Advisors Centaurus FinancialJun 2021 to Sep 2022
- Glen Ivy Golf CourseJun 2021 to Sep 2021
- Oak Quarry Golf ClubJun 2020 to Sep 2020
- PcaNov 2019 to Feb 2020
- Carleton CollegeSep 2019 to Jul 2023
- DoordashMay 2019 to Jun 2022
- Middle School and High SchoolSep 2012 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7415523
- Firm CRD
- 105644