Kelly Stiefel Arias
Investment adviser representative at Cetera Investment Advisers LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
15 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Advisors LLCOct 2020 to now
- Comprehensive Retirement Solutions (crs)Mar 2022 to Feb 2023
- Innovest Financial PartnersJan 2021 to Mar 2022
- Prosperity Advisors LLCOct 2020 to Jun 2023
- UnemployedJul 2020 to Oct 2020
- On SabbaticalNov 2019 to Jul 2020
- Valic Financial AdvisorsAug 2011 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 4618385
- Firm CRD
- 105644