Daniel Wierenga
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.
- Cetera Investment Advisers LLCSep 2024 to now
- Cetera Financial Specialists LLCAug 2024 to now
- Robert Van Loozenoord, CpaJul 2024 to now
- Innovia WealthJun 2023 to Aug 2023
- Robert Van Loozenoord CpaJul 2022 to Aug 2022
- Pya WaltmanMay 2022 to Jul 2022
- Dunkin DonutsJan 2022 to Dec 2022
- Liberty UniversityAug 2020 to May 2024
- ShiptJun 2020 to Sep 2023
- United Parcel ServiceMar 2020 to May 2020
- WalmartJun 2019 to Aug 2019
- Dairy DipMay 2017 to Aug 2018
- Tri-unity Christian SchoolSep 2012 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7959677
- Firm CRD
- 105644