CW
Charlene E. Wehring
CETERA INVESTMENT ADVISERS LLC
SOUTH MILWAUKEE, WI 53172
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CRD#: 2826107
CW
Professional summary
Charlene Ebert Wehring, who also goes by Charlene Ebert Wehring, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in South Milwaukee, Wisconsin and CETERA WEALTH SERVICES, LLC located in South Milwaukee, Wisconsin.
Charlene is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Charlene has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 4 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Charlene Ebert Wehring
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) Medical Insurance Sales~105 S Mathews;Bellville;TX;77418;Independent Insurance Agent;Insurance Sales Agent;4/1/2003;1hrs;1hrs;sell medical insurance through Blue Cross and Golden Rule Insurance 2) C Ray K LLC~P O Box 26 Bellville TX 77418; Other;1/1/2012;1hrs;1hrs;this entity was formed to hold my investment accounts 3) Anthony Lane Benson Irrv Tr;PO Box 26~Bellville;TX;77418;Other;Other;7/31/2014;1hrs;0hrs;Trustee of the Irrevocable Trust 4) Charlene E Wehring Disablilty insurance sales ;'NIR', 105 S Mathews Street,Bellville;T ;~77418;Insurance Agent;Insurance Sales Agent;6/23/2017;2hrs;2hrs;I will be selling disability insurance to persons in the medical profession 5) 722 HOLDINGS LLC~'NIR' PO BOX 26;BELLVILLE;TX;77418;Real Estate;Partner/General Partner;2/15/2017;5hrs;1hrs;We hold a piece of raw land and may be dividing it for sale or developing it. I keep the records and am a 1/3 member in the LLC 6) Charlene Wehring~'NIR'~105 S Mathews~Bellville~TX~77418~Rental Property Owner/Management~Owner/Sole Proprietor~12/1/2000~1hrs~0hrs~Owns 3 rent properties which she collects rental income on 7) 82 Journey LLC~'NIR'~P O Box 26~Bellville~TX~77418~Rental Property Owner/Management~Other~1/1/2012~1hrs~1hrs~to recieve rent and pay rental expenses 8) C Side Investments, LLC~'NIR'~P O Box 26~Bellville~TX~77418~Other~Owner~7/31/2018~.1hrs~.1hrs~I am the responsible person for handling this investment 9) WEHRING & DB TAX AND WEALTH LLCTH POSITION: member manager NATURE: organization formed to handle Payroll, Benefits and other common business expenses of Wehring Wealth Management and DB Tax and Wealth. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 11/10/2021 ADDRESS: 105 South Mathews, PO Box 26, Bellville TX 77418, United States DESCRIPTION: Business management, accounting and record keeping for this entity, research and development, administrative duties 10) HALL WEHRING CPAS POSITION: vice president NATURE: tax and accounting services INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 06/30/2022 ADDRESS: 105 South Mathews, Bellville TX 77418, United States DESCRIPTION: I prepare tax returns and financial statements and consult with business owners. 11) DBHW WEALTH PARTNERS; POSITION: Partner NATURE: This is a branding name that represents some businesses within our organization that are currently disclosed on my U-4. The businesses that fall under this brand are currently Hall Wehring CPAs and Wehring & DB Tax and Wealth. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2022; 105 South Mathews, Bellville TX 77418, US; This is strictly a DBA that we use for branding and Marketing. There are no daily duties and responsibilities associated with this DBA. This DBA will appear on our emails and social media, signage, website and other marketing materials. 12) DB WEHRING WEALTH LLC POSITION: Managing member NATURE: this entity is providing financial planning and investment services INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 110 START DATE: 01/01/2023 ADDRESS: 105 South Mathews, Bellville TX 77418, United States DESCRIPTION: financial planning, investment advisory services, insurance planning, practice management and 13) 510 Hickory Ventures, LLC; managing Member; Rental Real Estate; NIR; 0; 07/24/2024; PO Box 26 Bellville TX 77418; Analyzing and buying properties for rental purposes
CRS (Client Relationship Summary) - RIA
Click below to view Charlene Ebert Wehring'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: 1125 Milwaukee Avenue, South Milwaukee, WI 53172Office #2: 105 S Mathews St, Bellville, TX 77418RIA
CRD#: 105644
SOUTH MILWAUKEE, WI
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1125 Milwaukee Avenue, South Milwaukee, WI 53172Office #2: 105 S Mathews St, Bellville, TX 77418BD
CRD#: 13572
South Milwaukee, WI
Past
February 18, 2003 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Bellville, TX
Past
January 10, 1997 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
South Milwaukee, WI
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
Florida(9/5/2025)
RR
Maryland(9/5/2025)
RR
Missouri(9/5/2025)
RR
New Mexico(9/5/2025)
RR
Ohio(9/19/2025)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Washington(9/29/2025)
RR
Wisconsin(9/5/2025)
IAR
Wisconsin(9/5/2025)
Exams
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
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644South Milwaukee, WI 53172TRUST BUT VERIFY
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