Andrew Wong

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

• 01/2018 → 06/2018
  Wong's King Seafood Restaurant
  Portland, OR
• 11/2020 → 09/2021
  Delta Delta Delta
  Corvallis, OR
• 03/2022 → 04/2022
  University Housing & Dining Services - Oregon State
  Corvallis, OR
• 06/2022 → 04/2023
  Mutual Of America
  Vancouver, WA
• 09/2018 → 06/2022
  Oregon State University
  Corvallis, OR
• 09/2014 → 06/2018
  Clackamas High School
  Clackamas, OR
• 04/2023 → 03/2025
  Mutual Of America Securities Llc
  Phoenix, AZ
• 05/2025 → Present
  Wilde Wealth Management
  Scottsdale, AZ
• 05/2025 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: WILDE WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 5/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE DUTIES;

Exams

• S66 Uniform Combined State Law Examination
  2025-09-16