WG
William R. Gevers
CETERA INVESTMENT ADVISERS LLC
ISSAQUAH, WA 98027
Some features on this profile are disabled
CRD#: 2381745
WG
Professional summary
William Robert Gevers, who also goes by Willy Gevers, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Issaquah, Washington and CETERA WEALTH SERVICES, LLC located in Issaquah, Washington.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. William has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Willy Gevers
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) GEVERS WEALTH MANAGEMENT, LLC 2) FLYING FISH GUIDE-USUALLY TAKING MY CLIENTS OUT ON AN UNPAID BASIS OR DONATING FLY FISHING PACKAGES TO CHARITY AUCTIONS, HYDE DRIFT BOAT PRO STAFF MEMBER. $0 COMP 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 2/2022; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES, LONG-TERM CARE AND CTC; 4) VOLUNTEER DEBT COUNSELOR FOR CHURCH, STRONG FAMILIES.ORG, CHARITABLE WORK BOARD OF DIRECTORS VOLUNTEERING FOR SEVERAL NON-PROFIT BOARDS 5)PASSIVE INVESTOR AXIOM-LAMAR PROPERTIES LLC APT BUILDING SPRING HILL PLAZA LLC - APT BLDG INVESTMENTS 6) STRONGER FAMILIES NOT INVESTMENT RELATED 14520 100TH AVE NE, BOTHELL, WA 98011 03/14 VOLUNTEER BOARD MEMBER 1 HOUR PER WEEK, NONE DURING TRADING HOURS BOARD MEETS TO REVIEW BUDGETS AND EXPENSES 7) NAME OF OTHER BUSINESS: RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: 415 FRONT STREET, ISSAQUAH, WA 98027; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 07/2018; POSITION/TITLE/RELATIONSHIP: OWNER / LANDLORD; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: RENTAL OF HOME; 8) NAME OF OTHER BUSINESS: RENTAL PROPERTY, INVESTMENT RELATED: NO, ADDRESS: 130 NEQUELLKIN, MANSON, WA, 98831, NATURE OF BUSINESS: REAL ESTATE, START DATE: 6/2007, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING MARKET HOURS, BRIEF DESCRIPTION OF DUTIES: OWNED RENTAL PROPERTY 9) NAME OF OTHER BUSINESS: RENTAL PROPERTY, INVESTMENT RELATED: NO, ADDRESS: 2143 LAKESHORRE DR., MANSON, WA, 98831, NATURE OF BUSINESS: REAL ESTATE, START DATE: 02/2004, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING MARKET HOURS, BRIEF DESCRIPTION OF DUTIES: OWNED RENTAL PROPERTY
CRS (Client Relationship Summary) - RIA
Click below to view William Robert Gevers'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
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 22500 Se 64th Pl Ste 240, Issaquah, WA 98027RIA
CRD#: 105644
ISSAQUAH, WA
Current
September 29, 1993 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 5825 221st Place Se Ste 102, Issaquah, WA 98027BD
CRD#: 13572
Issaquah, WA
Past
July 9, 1997 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
February 16, 1994 - December 31, 2005
CAPITAL PLANNING CORP
RIA
CRD#: 105013
BELLEVUE, WA
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(7/18/1995)
RR
California(6/24/1996)
RR
Colorado(8/8/2022)
RR
District of Columbia(6/7/2022)
RR
Florida(4/22/2008)
RR
Georgia(3/28/2014)
RR
Idaho(5/2/2005)
RR
Illinois(1/29/2025)
RR
Indiana(1/3/2005)
RR
Louisiana(9/21/2022)
RR
Maryland(6/10/2024)
RR
Minnesota(6/5/2017)
RR
Montana(1/6/1998)
RR
New York(5/12/2022)
RR
North Carolina(1/5/2022)
RR
Ohio(6/22/2024)
RR
Oklahoma(11/12/2020)
RR
Oregon(1/19/1999)
RR
South Carolina(1/2/2014)
RR
Tennessee(3/10/2003)
RR
Texas(1/3/2023)
IAR
Texas(6/29/2023)
RR
Utah(1/5/2021)
RR
Virginia(3/22/2017)
RR
Washington(10/19/1993)
IAR
Washington(6/29/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
