Connorbo Wallace Winters

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

• 04/2023 → Present
  Black And Veatch
  Owasso, OK
• 03/2022 → 04/2023
  Fsb Architects + Engineers
  Tulsa, OK
• 04/2021 → 03/2022
  Mpw Engineering
  Tulsa, OK
• 05/2020 → 04/2021
  Fluor Idaho Llc
  Idaho Falls, ID
• 05/2019 → 08/2019
  Phillips 66
  Bartlesville, OK
• 05/2018 → 08/2018
  Idaho Falls
  Idaho Falls, ID
• 01/2018 → 05/2018
  Oklahoma State University
  Stillwater, OK
• 05/2017 → 08/2017
  Gfs Texas
  Dallas, TX
• 08/2015 → 12/2019
  Oklahoma State University
  Stillwater, OK
• 01/2016 → 05/2017
  Red Dirt Baseball
  Stillwater, OK
• 12/2019 → 05/2020
  Unemployed
  Owasso, OK
• 09/2024 → Present
  Ys Asset Management
  Duncan, OK
• 08/2024 → 09/2024
  Cetera Advisor Networks
  El Segundo, CA
• 09/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: BLACK AND VEATCH INVESTMENT RELATED: NO ADDRESS: 7412 EAST 89TH PLACE NORTH OWASSO OK NATURE OF BUSINESS: FIRE PROTECTION START DATE: 04/2023 POSITION/TITLE/RELATIONSHIP: FIRE PROTECTION ENGINEER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: I DEVELOP FIRE PROTECTION DESIGNS FOR MULTIPLE TYPES OF INDUSTRIAL FACILITIES; 2. NAME OF OTHER BUSINESS: YS ASSET MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 15 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2025-03-10