Kevin Geist
Investment adviser representative at Cetera Investment Advisers LLC
18 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Cetera Investment Advisers LLCJun 2024 to now
- Cetera Financial Specialists LLCJun 2024 to now
- Cetera Investment Adivsers LLCJun 2024 to now
- Schumann FinancialJun 2024 to now
- J.P. Morgan Securities LLCJul 2022 to Jun 2024
- JPMorgan Chase Bank, N.A.Jul 2022 to Jun 2024
- UnemployedMar 2022 to Jun 2022
- AXA EquitableJul 2012 to Feb 2022
- Equitable Distributors, LLCJul 2012 to Feb 2022
- Equitable Financial Life Insurance CoMay 2008 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2010
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3277382
- Firm CRD
- 105644