JD
Joel P. Dettwiler
CETERA INVESTMENT ADVISERS LLC
ONALASKA, WI 54650
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CRD#: 6639979
JD
Professional summary
Joel Phillip Dettwiler, who also goes by Joel Dettwiler, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Onalaska, Wisconsin and CETERA WEALTH SERVICES, LLC located in Onalaska, Wisconsin.
Joel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Joel has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joel Dettwiler
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; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OBUSINESS: FIXED INSURANCE; START DATE: 06/2016; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2;POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: CLINPRESSED, LLC; INVESTMENT RELATED: NO; ADDRESS: ROCHESTER, MN 55902; NATURE OF BUSINESS: NONPROFIT ORGANIZATION; START DATE: 02/2022;POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTIODUTIES: ASSIST WITH YEAR END FINANCIAL REPORTS; 3. NAME OF OTHER BUSINESS: NORTHSIDE VOLLEYBALL CLUB; INVESTMENT RELATED: NO; ADDRESS: LA CROWI 54601 NATURE OF BUSINESS: VOLLEYBALL CLUB; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: CLUB DIRECTOR; APX NUMBER OF HOURS PER WEEK: NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ORGANIZE A GIRLS VOLLEYBALL TEAM - PLAYER ASSIGNMENT PER AGE GRREGISTER FOR TOURNAMENTS, SCHEDULE PRACTICES, ASSIGN COACHES; 4. NAME OF OTHER BUSINESS: QUANTUM GROUP SNP, LLC; INVESTMENT RELATED: NO;ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SPECIAL NEEDS PLANNING SERVICES FOR INDIVIDUALS OR FAMILIES WITH DISABILITY PLANNINEEDS; START DATE: 08/2019; POSITION/TITLE/RELATIONSHIP: FOUNDER, OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADHOURS: 10; BRIEF DESCRIPTION OF DUTIES: SPECIAL NEEDS PLANNING SERVICES - LEGAL CONSULTATION FOR SNT, LETTERS OF INTENT, GOVERNMENT BENEFITSACCOUNTS, MEDICAID AND MEDICARE QUALIFICATION; 5. NAME OF OTHER BUSINESS: QUANTUM GROUP PLANNERS; INVESTMENT RELATED: YES; ADDRESS: SAMREGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL PLANNING AND CONSULTING SERVICES; START DATE: 12/2024; POSITION/TITLE/RELATIONSHIP: FOUNOWNER; APX NUMBER OF HOURS PER WEEK: 70; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING SEESTATE PLANNING, INVESTMENT SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Joel Phillip Dettwiler'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
January 13, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1855 E Main St, Onalaska, WI 54650RIA
CRD#: 105644
ONALASKA, WI
Current
January 13, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1855 E Main St, Onalaska, WI 54650BD
CRD#: 13572
ONALASKA, WI
Past
May 14, 2021 - January 14, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Onalaska, WI
Past
May 14, 2021 - January 14, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Onalaska, WI
Past
March 4, 2020 - May 18, 2021
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
LaCrosse, WI
Past
March 3, 2020 - May 18, 2021
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
LaCrosse, WI
Past
March 25, 2017 - March 4, 2020
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
La Crosse, WI
Past
March 25, 2017 - March 4, 2020
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
La Crosse, WI
Past
October 31, 2016 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
La Crosse, WI
Past
August 22, 2016 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
La Crosse, 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(1/13/2025)
RR
California(1/13/2025)
RR
Colorado(1/13/2025)
RR
Illinois(8/4/2025)
RR
Massachusetts(10/30/2025)
RR
Michigan(1/13/2025)
RR
Minnesota(1/13/2025)
RR
Tennessee(1/27/2025)
RR
Wisconsin(1/13/2025)
IAR
Wisconsin(1/13/2025)
RR
Wyoming(1/27/2025)
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
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.
