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Advisors / Ohio / Dublin
36yrs

Wayne Niles

Financial advisor at Cetera Investment Advisers

Based in Dublin, Ohio, Wayne Niles is a financial advisor with 36 years of industry experience. Wayne joined Cetera Investment Advisers in 2022, after five years at MML Investors Services and two years at MSI Financial Services. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 525 advisors with offices in Dublin.

Dublin, OH 43017Top 6% by experience in Dublin

At a glance

Experience36 years (since 1990)
How that compares ?Top 6% by experience in Dublin
Office545 Metro Place South Suite 220, Dublin, OH 43017
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2022 – now
  2. 2017 – 2022
  3. 2015 – 2017
    MSI Financial Services, Inc.Previously
  4. 2002 – 2015
    New England SecuritiesPreviously

Questions to ask Wayne

Tailored to Wayne’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Wayne

How do I contact Wayne?

Call Cetera Investment Advisers at (310) 257-7880 and ask for Wayne Niles. Wayne works from the Dublin, OH office.

How long has Wayne been a financial advisor?

Wayne has been in the industry since 1990, about 36 years. Top 6% by experience in Dublin.

What licenses does Wayne hold?

Series 63. Tap any license on this page to see what it allows.

Is Wayne a fiduciary?

Wayne is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Wayne paid?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Wayne for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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