Thomas James Wons
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- Cetera Investment Advisers LLCNov 2023 to now
- Cetera Wealth Services, LLCOct 2023 to now
- Renaissance FinancialJun 2023 to now
- Securian FinancialJun 2023 to Aug 2023
- OnedigitalMay 2022 to Jul 2022
- Cetera Advisor Networks LLCAug 2020 to Oct 2023
- University of Missouri - ColumbiaAug 2019 to May 2023
- The MixxMay 2018 to Dec 2020
- N/aJan 2013 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 7599379
- Firm CRD
- 105644