MW
Michael E. Wenske
CETERA INVESTMENT ADVISERS LLC
VICTORIA, TX 77904
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CRD#: 4394805
MW
Professional summary
Michael Eugene Wenske, who also goes by Michael Eugene Wenske, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Victoria, Texas and CETERA WEALTH SERVICES, LLC located in Victoria, Texas.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Michael has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Eugene Wenske
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) BUMGARDNER MORRISON WEALTH MANAGEMENT LLC POSITION: MEMBER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2000 ADDRESS: 1501 E Mockingbird, Suite 300, P O Box 3750, Victoria TX 77904, United States DESCRIPTION: Champion partner (I'm a CPA & a referring advisor) 2) BUMGARDNER, MORRISON & CO, LLP POSITION: CPA PARTNER NATURE: TAX, ACCOUNTING & CONSULTING SERVICES IN A CPA FIRM INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 115 START DATE: 05/31/1983 ADDRESS: 1501 E MOCKINGBIRD LANE, SUITE 300, Victoria TX 77904, United States DESCRIPTION: MANAGING PARTNER IN A CPA FIRM PROVIDING TAX, ACCOUNTING & CONSULTING SERVICES
CRS (Client Relationship Summary) - RIA
Click below to view Michael Eugene Wenske'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: 1501 East Mockingbird Lane Suite 300, Victoria, TX 77904RIA
CRD#: 105644
VICTORIA, TX
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1501 East Mockingbird Lane Suite 300, Victoria, TX 77904-2153BD
CRD#: 13572
VICTORIA, TX
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
VICTORIA, TX
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
VICTORIA, TX
Past
September 25, 2012 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
VICTORIA, TX
Past
August 28, 2001 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
VICTORIA, TX
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
Georgia(9/5/2025)
RR
Illinois(9/5/2025)
RR
Kansas(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
Minnesota(9/5/2025)
RR
Montana(9/5/2025)
RR
Nevada(9/5/2025)
RR
New Mexico(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/5/2025)
RR
Oregon(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Virginia(9/5/2025)
Exams
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#: 105644Victoria, TX 77904TRUST BUT VERIFY
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