VD
Val G. Dille
CETERA INVESTMENT ADVISERS LLC
NAMPA, ID 83651
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CRD#: 1134877
VD
Professional summary
Val Gene Dille is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Nampa, Idaho and CETERA WEALTH SERVICES, LLC located in Nampa, Idaho.
Val is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Val has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) DCS Properties, LLC~'NIR'~117 14th Ave S~Nampa~ID~83651~Rental Property Owner/Management~Owner/Sole Proprietor~12/1/2006~5hrs~0hrs~Real Estate 2) Downtown Plaza, LLC~'NIR'~117 14th Ave S~Nampa~ID~83651~Rental Property Owner/Management~Owner/Sole Proprietor~10/1/2011~5hrs~1hrs~Real estate owner 3) Plaza Management, LLC~'NIR'~117 14th Ave S~Nampa~ID~83651~Rental Property Owner/Management~Owner/Sole Proprietor~10/1/2011~5hrs~1hrs~Real estate management 4) Val G. Dille~'NIR'~117 14th Ave S~Nampa~ID~83651~Independent Insurance Agent~Insurance Sales Agent~1/1/1983~1hrs~0hrs~Explain and complete insurance applications 5) THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS POSITION: President of the Elders Quorum for the 2nd Ward in the Nampa Idaho East Stake NATURE: I am the leader of 2nd Ward's Elders' Quorum. I do not have any check writing authority. I do not handle money on behalf of the quorum. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: 2212 E Amity Ave, Nampa ID 83686, United States DESCRIPTION: This is a religious position with The Church of Jesus Christ of Latter-day Saints. I am the leader for the men within my ward. I guide and direct activities, and lessons to build faith and to promote spiritual wellbeing. 6) DILLE & ASSOCIATES, CHARTERED / DBA - DILLE MANAGEMENT POSITION: President NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/1975 ADDRESS: 117 14TH AVE S, NAMPA ID 83651, United States DESCRIPTION: This business is in the process of winding down. I am in the process of retiring. This business used to do tax preparation, preparation of financial statements, and general business consulting. 7) STAR ASSOCIATES, INC. / DBA - DILLE CENTER POSITION: My wife owns this business. I assist her on occasion. I simply support as needed. NATURE: This business rents out to customers on a day to day basis use of a commercial building area. Customers use the building area for family gatherings, weddings, birthday parties or business gatherings. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/1986 ADDRESS: 115 14th Ave S, Nampa ID 83651, United States DESCRIPTION: On occasion, I show the facility to prospective customers and check out the facility after being used. 8) HUGHART & ASSOCIATES PLLC / DBA - DILLE & ASSOCIATES POSITION: Independent Contractor NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/03/2020 ADDRESS: 117 14TH AVE S, NAMPA ID 83651, United States DESCRIPTION: Accounting services & tax preparation 9) E.B.G. REVOCABLE TRUST POSITION: Trustee NATURE: This is my mother's trust. She died in 2009 and in turn my older brother became the trustee. This year (2021) my older brother died. Now, I find out that I am next in line to be the trustee. The trust has one checking account with a small balance and very limited activity. The trust is winding up the final affairs of my mother. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2021 ADDRESS: 108 S POWERLINE RD, NAMPA ID 83686, United States DESCRIPTION: The trust has one checking account with a small balance and very limited activity. As the trustee, I will be handling the check writing and reporting to my siblings as the beneficiaries.
CRS (Client Relationship Summary) - RIA
Click below to view Val Gene Dille's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 117 14th Ave. S., Nampa, ID 83651RIA
CRD#: 105644
NAMPA, ID
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 117 14th Ave. S., Nampa, ID 83651BD
CRD#: 13572
NAMPA, ID
Past
January 1, 1996 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
NAMPA, ID
Past
February 25, 1991 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
NAMPA, ID
Past
April 10, 1989 - February 27, 1991
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Past
February 17, 1987 - April 10, 1989
AMERICAN PACIFIC SECURITIES CORPORATION
BD
CRD#: 5003
Past
July 13, 1983 - September 25, 1985
PFS INVESTMENTS INC.
BD
CRD#: 10111
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/5/2025)
RR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Idaho(9/5/2025)
IAR
Idaho(9/5/2025)
RR
Nevada(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Oregon(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Utah(9/5/2025)
RR
Washington(9/5/2025)
RR
Wisconsin(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Nampa, ID 83651TRUST BUT VERIFY
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