Angie Wohlhaefer

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

• 10/2020 → 09/2025
  Avantax Advisory Services
  Forth Worth, TX
• 10/2020 → 09/2025
  Avantax Investment Services, Inc.
  Forth Worth, TX
• 09/2019 → Present
  Wilshire Consultants Inc.
  Forth Worth, TX
• 09/2011 → 09/2019
  Avantax Wealth Management
  Irving, TX
• 04/2024 → Present
  Wilshire Consultants, Inc.
  Fort Worth, TX
• 11/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2024 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 11/2024 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 11/2024 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Dallas, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-10-23 → 2025-09-05
  Avantax Advisory Services
  Fort Worth, TX
  Dallas, TX

Other Businesses

Wilshire Consultants, Inc~'IR'~101 Summit Ave, Suite 410~Fort Worth~TX~76112~Accounting Services/Tax Preparation~Employee~9/13/2019~160hrs~130hrs~I spend the majority of my time with answering calls, filing, assisting my financial professionals. I have dabbled with the accounting and tax preparation at times.| WILSHIRE CONSULTANTS, INC. POSITION: Associate Financial Advisor NATURE: Associate Financial Advisor INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 04/26/2024 ADDRESS: 101 Summit Ave., Suite 410, Fort Worth TX 76102, United States DESCRIPTION: Financial Investment activities

Exams

• S66 Uniform Combined State Law Examination
  2023-10-22

Other Names

• Angie Chiocco
• Angela A Castillo
• Angie Wohlhaefer
• Angela Chiocco
• Angela Castillo
• Angela Caballero
• Angie Caballero
• Angie Castillo