Tyler, TX Oak Hill Blvd Office
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Cetera
Institution
Firm-wide stats for Cetera
About
Cetera Investment Advisers LLC is an SEC‑registered adviser that distributes its services through a large nationwide network of independent advisors and serves individuals (both non‑HNW and high‑net‑worth), employer‑sponsored retirement plans, corporate and charitable clients, and institutional accounts. Its offerings include discretionary and non‑discretionary portfolio management, financial planning and consulting, ERISA 3(21) and 3(38) retirement services, wrap and non‑wrap program platforms, and access to third‑party money managers.
The firm operates as a multi‑manager platform in which advisors may implement model portfolios provided by an affiliated manager (CIM), select unaffiliated third‑party managers, or construct bespoke strategies; program options range from automated InvestPath allocations to direct indexing, private client overlays, and unified managed accounts. Accounts are run under a mix of discretionary and non‑discretionary authorities and across multiple program structures and custodial relationships, with ongoing supervision and annual client reviews described in the ADV.
Notable features include scale — the ADV reports over $256 billion in assets under management, more than 10,000 advisors and roughly 800,000 clients — and a suite of affiliations (an affiliated trust company, affiliated model provider, strategic fund and ETP partner arrangements, and cash‑sweep programs) that shape product availability and revenue flows. The ADV also discloses recent regulatory settlements with the SEC (described in 2021, 2022 and 2024) and identifies an affiliation with a municipal advisor, both of which prospective clients should review alongside the brochure’s descriptions of revenue‑sharing, sweep arrangements and other program‑level conflicts of interest.
Based on Cetera
Expertise
Based on Cetera
Location
6643 Oak Hill Blvd
Tyler TX 75703
Advisors at this office
3
Advisors at this office
William W
Series 66
Tyler, TX
Cetera
William Winegar is a financial advisor with Cetera, holding a Series 66 designation and based in Tyler, TX. He has been in the industry since 2025 and has experience working at Cetera Wealth Services, Adams Financial Group, and Cetera. Outside of his advisory roles, he has been involved with Parkway Hills Baptist Church and the Southern Baptists of Texas Foundation, and he has also worked in nonprofit and educational settings including Dallas Baptist University. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.
Wilda A
Series 63, Series 65
Tyler, TX
Cetera
Wilda Adams is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has worked at Cetera since 2023 and previously spent over two decades with Securian Financial Services. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, employer-sponsored retirement, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and a range of program options.
Kimberly M
CFP®, Series 63, Series 65
Tyler, TX
Cetera
Kimberly Mcclure is a CFP® with 25 years of industry experience, currently advising at Cetera. She has held roles at Martin Financial Group, WJ Adams & Associates dba Adams Financial Group, and Minnesota Life Insurance Company. Outside of advisory work, she serves as a board member of The Women’s Fund of Tyler/Smith County and is a commissioned notary public. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning services. The firm operates a multi-manager platform offering access to affiliated and third-party managers across multiple program structures and custodial relationships.
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