William C. Ogdahl

CETERA INVESTMENT ADVISERS LLC

GLENWOOD, MN 56334

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CRD#: 4061375

Professional summary

William Curtis Ogdahl, who also goes by Curt Ogdahl, William Curt Ogdahl, William Curtis Ogdahl II, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Glenwood, Minnesota and CETERA WEALTH SERVICES, LLC located in Glenwood, Minnesota.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. William has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Curt Ogdahl | William Curt Ogdahl | William Curtis Ogdahl Ii

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) Bull Market Bovines LLC'NIR' ;450 22nd Ave NW~Glenwood;MN~56334 ;Other Owner/Sole Proprietor;10/1/2014;15hrs;0hrs;Own and Operate a cattle raising business 2) GLENWOOD WATERAMA FESTIVAL POSITION: Treasurer NATURE: Other INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2013 ADDRESS: PO Box 105, Glenwood MN 56334, United States DESCRIPTION: a director of the non-profit organization where we plan the annual festival 3) Wangsness, Ogdahl & Associates;'NIR';16 1st Ave SE;Glenwood;MN;56334;Tax Preparation/Accounting;Tax Preparation/Accounting~1/1/2012;160hrs;120hrs;Provide tax and accounting services to clients 4) Glenwood MOCA Organization;'NIR';450 22nd Ave NW;Glenwood;MN~56334;Other;Other;7/1/2016;2hrs;2hrs;My mother passed away and my wife and I wanted to hold a Gala in Glenwood to raise awareness and money for research and we set up the organization to open a separate checking account where my wife can put sponsorship money into and pay for hosting the event.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Curtis Ogdahl's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 5, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 16 1st Ave Se, Glenwood, MN 56334

RIA

CRD#: 105644

GLENWOOD, MN

Current

September 5, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 16 1st Ave Se, Glenwood, MN 56334

CRD#: 13572

Glenwood, MN

Past

December 23, 2015 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Glenwood, MN

Past

December 23, 2015 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Glenwood, MN

Past

October 29, 2009 - December 21, 2015

COLLIERS SECURITIES LLC

RIA

CRD#: 7477

GLENWOOD, MN

Past

October 28, 2009 - December 21, 2015

COLLIERS SECURITIES LLC

CRD#: 7477

GLENWOOD, MN

Past

November 28, 2008 - November 19, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BLOOMINGTON, MN

Past

November 28, 2008 - November 19, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BLOOMINGTON, MN

Past

April 11, 2008 - December 2, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

BLOOMINGTON, MN

Past

April 2, 2007 - December 2, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

BLOOMINGTON, MN

Past

January 31, 2002 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

BLOOMINGTON, MN

Past

January 18, 2000 - December 11, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

CETERA INVESTMENT ADVISERS LLC

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.

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

Arizona
(9/5/2025)

California
(9/5/2025)

Colorado
(9/5/2025)

Florida
(9/5/2025)

Iowa
(9/5/2025)

Kansas
(9/5/2025)

Minnesota
(9/5/2025)

IAR

Minnesota
(9/5/2025)

Nebraska
(9/5/2025)

North Dakota
(9/5/2025)

Wisconsin
(9/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/10/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/21/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/22/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/17/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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.

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Firm Stability Insights

William C. Ogdahl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Curtis Ogdahl's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

COLLIERS SECURITIES LLC

COLLIERS SECURITIES LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/10/2000

Series 63

Date: 1/21/2000

SIE

Date: 10/1/2018

Series 31

Date: 9/22/2004

Series 7

Date: 1/17/2000

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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