Rosalie Weiss
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, LLCJun 2026 to now
- Cetera Wealth Services, LLCMay 2026 to now
- Dbhw Wealth PartnersApr 2026 to now
- Port Edward RestaurantApr 2026 to Oct 2026
- Mutual of Omaha Investor ServicesJun 2025 to Apr 2026
- Mutual of Omaha Insurance CompanyMay 2025 to Apr 2026
- Lexus of MilwaukeeFeb 2024 to May 2025
- Hyundai West AllisNov 2023 to Feb 2024
- Port Edward'sApr 2023 to Oct 2023
- Beelow's SteakhouseOct 2021 to Apr 2023
- Crab TrapMay 2021 to Oct 2021
- Little ChefSep 2019 to Apr 2021
- Jj's La PuertaMay 2019 to Sep 2019
- Mchenry Community High SchoolAug 2015 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8117276
- Firm CRD
- 105644