Adelae Pearl Winters

Current Employers

Employment History

• 01/2014 → Present
  Cordell, Neher & Company Pllc
  Wenatchee, WA
• 05/2016 → 10/2019
  1St Global Capital Corp.
  Wenatchee, WA
• 05/2016 → 10/2019
  1St Global Advisors, Inc.
  Wenatchee, WA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Wenatchee, WA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Wenatchee, WA
• 01/2022 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Wenatchee, WA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Wenatchee, WA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Wenatchee, WA
• 2016-09-09 → 2019-10-25
  1St Global Advisors Inc
  Wenatchee, WA

Other Businesses

1) CNC FINANCIAL GROUP, LLC POSITION: Financial Advisor NATURE: WEALTH MANAGEMENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 130 START DATE: 09/09/2016 ADDRESS: 175 E. PENNY RD., Suite 1, Wenatchee WA 98801, United States DESCRIPTION: I provide high-level client service, meet with clients in a financial planning capacity, make recommendations and act as a liaison between client and other financial professionals. I occasionally generate and process account paperwork. 2) CORDELL, NEHER & COMPANY, PLLC POSITION: Financial Advisor NATURE: I offer financial planning and investment advice to clients. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/09/2014 ADDRESS: 175 E. Penny Road, Suite 1, Wenatchee WA 98801, United States DESCRIPTION: I offer financial planning and investment advice to clients. 3) NAME OF OTHER BUSINESS: THE RIVER ACADEMY; INVESTMENT RELATED: NO; ADDRESS: 650 CRAWFORD AVE. WENATCHEE, WA 98801; NATURE OF BUSINESS: SCHOOL BOARD; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER /FINANCE COMMITTEE MEMBER; START DATE: 12/2025; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND, PARTICIPATE IN MEETINGS, DISCUSSIONS, AND PLANNING FOR THE SCHOOL, REVIEW AND APPROVE BUDGETS, FINANCIAL MODELING AND GROWTH GOALS;

Exams

• S66 Uniform Combined State Law Examination
  2016-09-09

Other Names

• Adelae Pearl Larson