Connorbo Wallace Winters
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCApr 2025 to now
- Cetera Wealth Services, LLCSep 2024 to now
- Ys Asset ManagementSep 2024 to now
- Black and VeatchApr 2023 to now
- Cetera Advisor NetworksAug 2024 to Sep 2024
- Fsb Architects + EngineersMar 2022 to Apr 2023
- Mpw EngineeringApr 2021 to Mar 2022
- Fluor Idaho LLCMay 2020 to Apr 2021
- UnemployedDec 2019 to May 2020
- Phillips 66May 2019 to Aug 2019
- Idaho FallsMay 2018 to Aug 2018
- Gfs TexasMay 2017 to Aug 2017
- Red Dirt BaseballJan 2016 to May 2017
- Oklahoma State UniversityAug 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 7972478
- Firm CRD
- 105644