Kimberly Strouse Cozart
Investment adviser representative at Cetera Investment Advisers LLC
38 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$256.8BFirm assets
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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
38 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Capitol Investments Nc, LLCFeb 2016 to now
- Et Commercial LLCJun 2010 to now
- Cozart & Edwards, P.A.Jan 1988 to now
- Premier Advantage Realty, Inc.Jan 2024 to Dec 2025
- Outdoor Decor IncOct 2023 to Dec 2024
- Avantax Insurance Agency, LLCJul 2019 to Sep 2025
- Mtr Properties Ii, LLCJan 2015 to Feb 2018
- Avantax Advisory ServicesJan 2006 to Sep 2025
- Avantax Investment Services, Inc.Jul 2002 to Sep 2025
Designations
- CFP® certification
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4571648
- Firm CRD
- 105644