William Curtis Ogdahl

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → Present
  Wangsness, Ogdahl & Associates
  Glenwood, MN
• 12/2015 → 09/2025
  Avantax Investment Services, Inc.
  Glenwood, MN
• 12/2015 → 09/2025
  Avantax Advisory Services
  Glenwood, MN
• 12/2015 → 09/2025
  Avantax Insurance Agency, Llc
  Glenwood, MN
• 10/2014 → Present
  Bull Market Bovines Llc
  Glenwood, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Glenwood, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-12-23 → 2025-09-05
  Avantax Advisory Services
  Glenwood, MN
• 2009-10-29 → 2015-12-21
  Colliers Securities Llc
  Minneapolis, MN
  Glenwood, MN
  Minneapolis, MN
• 2008-11-28 → 2009-11-19
  Ubs Financial Services Inc.
  Bloomington, MN
• 2008-04-11 → 2008-12-02
  Morgan Stanley & Co. Llc
  Bloomington, MN

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-02-10
• S63 Uniform Securities Agent State Law Examination
  2000-01-21

Other Names

• William Curtis Ogdahl
• Curt Ogdahl
• William Curt Ogdahl
• William Curtis Ogdahl Ii