Kyle Steven Aschliman
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
2 statesRegistered in
ChFC®Designation
$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
13 years in the industry.
- Cetera Investment Advisers LLCJul 2025 to now
- Cetera Advisors LLCJul 2025 to now
- Asch FinancialOct 2023 to now
- Sigma Financial CorporationJan 2018 to Jul 2025
- Sigma Planning CorporationJan 2018 to Jul 2025
- App Financial LLCJan 2013 to Sep 2023
- Sii InvestmentsJan 2013 to Dec 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 4776550
- Firm CRD
- 105644