WK
Wade A. Kolander
CETERA INVESTMENT ADVISERS LLC
AUSTIN, MN 55912
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CRD#: 5107026
WK
Professional summary
Wade Adam Kolander is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Austin, Minnesota and CETERA WEALTH SERVICES, LLC located in Austin, Minnesota.
Wade is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Wade has worked at 5 firms and has passed the 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. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES,
INVESTMENT RELATED: YES,
POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE,
BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE;
2. NAME OF OTHER BUSINESS: AUSTIN COUNTRY CLUB,
INVESTMENT RELATED: NO,
NATURE OF BUSINESS: FOOD SERVICE,
POSITION/TITLE/RELATIONSHIP: COOK,
START DATE: 06-01-2012,
APPROX. NUMBER OF HOURS PER MONTH: 20-40,
BRIEF DESCRIPTION OF DUTIES: COOK;
3. CEDAR RIVER COUNTRY CLUB,
NOT INVESTMENT RELATED,
14927 ST. HWY. 56, ADAMS, MN 55909,
GOLF COURSE COMMITTEE,
START 02/01/2015,
<1HR/WK (NON-TRADING HOURS),
BOARD OF DIRECTORS;
4. NAME OF OTHER BUSINESS: GREAT PLAINS FINANCIAL PARTNERS
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: FINANCIAL SERVICES
START DATE:10/2019
POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE
APX NUMBER OF HOURS PER WEEK: 40
APX NUMBER OF HOURS DURING TRADING HOURS: 32.5
BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES
CRS (Client Relationship Summary) - RIA
Click below to view Wade Adam Kolander'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: 1426 1st Ave Sw Suite 1, Austin, MN 55912RIA
CRD#: 105644
AUSTIN, MN
Current
August 21, 2012 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1426 1st Ave Sw Suite 1, Austin, MN 55912BD
CRD#: 13572
Austin, MN
Past
January 8, 2014 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
MINNEAPOLIS, MN
Past
October 28, 2011 - August 22, 2012
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
EDINA, MN
Past
February 2, 2009 - October 31, 2011
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
GRAND JUNCTION, CO
Past
June 20, 2006 - January 5, 2009
WADDELL & REED
BD
CRD#: 866
GRAND JUNCTION, CO
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(3/25/2025)
RR
Colorado(8/21/2012)
RR
Florida(11/17/2023)
RR
Iowa(1/3/2024)
RR
Michigan(9/29/2020)
RR
Minnesota(8/21/2012)
IAR
Minnesota(6/29/2023)
RR
New Mexico(12/4/2020)
RR
South Dakota(7/20/2021)
RR
Texas(8/7/2018)
IAR
Texas(6/29/2023)
RR
Wisconsin(7/9/2025)
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
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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.
