Emily
Windolph

Cetera Advisor Networks LLC

CRD#4053115
Investment Advisor
in Norman, OK

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About this Advisor

Emily Windolph is an advisor whose office is in Norman, Oklahoma. Currently an advisor with Cetera Advisor Networks LLC, Windolph has nine years of practice as a registered investment advisor. Windolph holds Series 63 and Series 66 licenses, certifying the advisor as a securities broker. Windolph can advise investors in Oklahoma and Texas. Throughout their career, they have worked at Financial Network, Investment Centers Of America and Cetera Advisor Networks. Cetera Advisor Networks LLC is based out of Norman, Oklahoma, and has 889 locations throughout the nation. Overall, Cetera Advisor Networks LLC oversees $18 billion in assets throughout 71,503 accounts and employs more than 1,767 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. The firm manages 55,861 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 26% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Cetera Advisor Networks LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

Norman, OK

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$18,099,125,377

OK Average: $7,578,581,321
Total Number of Employees

1,767

OK Average: 43
Total Number of Accounts

71,503

OK Average: 3,727
Average Account Size

$253,124

OK Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Emily Windolph Work History

Emily has 10 years of experience.

2017 - Present (3 years)

Cetera Advisor Networks

2011 - 2017 (6 years)

Investment Centers Of America

2010 - 2011 (1 year)

Financial Network

Disclosures

Emily Windolph has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Advisor Networks LLC

Charles Binsfeld
Saint Cloud, MN
Joseph Ciocca
El Segundo, CA
Brian Bush
Westminster, CO
Collier Nussbaumer
Clarksville, TN
Jonathan Gragg
Redondo Beach, CA
Emily Windolph
Norman, OK
Beena Mathew
Houston, TX
Donald Rogers
Walnut Creek, CA

This content was compiled from the SEC and FINRA.

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