WW
William J. Wilson
CETERA INVESTMENT ADVISERS LLC
BARTLESVILLE, OK 74006
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CRD#: 5718063
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Professional summary
William John Wilson is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Bartlesville, Oklahoma and CETERA WEALTH SERVICES, LLC located in Bartlesville, Oklahoma.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. William has worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 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 ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 2360 NOWATA PL; BARTLESVILLE; OK; 74006; Fixed Insurance Sales; Independent Insurance Agent; 10/27/2011; 160; 160; Sales of fixed insurance products 2. NAME OF ENTITY:WILLIAM WILSON-TENNIS COACH; No; 1700 SE BARLOW DR #93; BARTLESVILLE; OK; 74006; TEACH TENNIS; TENNIS COACH; 10/1/2011; 1; 0; TEACH AND DRILL BASIC TENNIS STROKES,STRATEGIES. 3.NAME OF ENTITY: Volunteer Pickleball Referee; No; 2360 NOWATA PLACE; BARTLESVILLE; OK; 74006; Volunteering to referee Pickleball matches in tournaments; Referee; 6/15/2018; 2; 0; Referee a Pickleball match at a tournament 4. NAME OF ENTITY: Bill Wilson Ministry; No; 1647 King Drive, Apt. 315; Bartlesville; OK; 74006; Occasional Bible Teaching and ministry opportunities which might bring an honorarium.; Minister; 11/23/2018; 8; 0; To speak, teach, pray with or in other ways minister to individuals or groups. 5. NAME OF ENTITY: Restoration Ranch; No; 32662 N. 3970 Rd; Ramona; OK; 74061; Rental Steel Building; Owner; 6/15/2020; 2; 0; Make sure renters keep property clean and safe for everyone on the property. Collect rent each month. 6. NAME OF ENTITY: Jones Financial Partners; Yes; 2360 Nowata Place, Suite A; Bartlesville; OK; 74006; Financial Services/DBA; Senior Partner; 5/31/2021; 200; 100; Sale and Service Insurance, Securities, and Investment Products| 7. NAME OF OTHER BUSINESS: RESTORATION RANCH, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL ADDRESS, NATURE OF BUSINESS: NON-PROFIT MINISTRY AND RV CAMPING, START DATE: 12/2023, POSITION/TITLE/RELATIONSHIP: SECRETARY/PARTNER, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: MAINTAIN RECORDS OF ACTIVITIES, AND OTHER SERVICES; 8. NAME OF OTHER BUSINESS: ELECTION JUDGE/CLERK; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ELECTION JUDGE/CLERK START DATE: 6/2024; POSITION/TITLE/RELATIONSHIP: ELECTION JUDGE/CLERK APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ELECTION ASSISTANCE;
CRS (Client Relationship Summary) - RIA
Click below to view William John Wilson'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: 2360 Nowata Place Suite A, Bartlesville, OK 74006RIA
CRD#: 105644
BARTLESVILLE, OK
Current
June 9, 2021 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2360 Nowata Place Suite A, Bartlesville, OK 74006BD
CRD#: 13572
Bartlesville, OK
Past
June 9, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
November 23, 2011 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
BARTLESVILLE, OK
Past
October 27, 2011 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
BARTLESVILLE, OK
Past
March 1, 2010 - September 7, 2011
MORGAN STANLEY
RIA
CRD#: 149777
OKLAHOMA CITY, OK
Past
December 23, 2009 - September 7, 2011
MORGAN STANLEY
BD
CRD#: 149777
OKLAHOMA CITY, OK
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
Arkansas(6/9/2021)
RR
Kansas(6/9/2021)
RR
Missouri(6/9/2021)
RR
New Mexico(6/9/2021)
RR
Oklahoma(6/9/2021)
IAR
Oklahoma(6/29/2023)
RR
Texas(6/9/2021)
IAR
Texas(6/29/2023)
Exams
State Security Law Exam
General Industry/Product 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
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.
