Katie Ann Urbaniak
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- Edina High School Girls' Golf Assistant CoachMar 2020 to Jan 2024
- Cri Securities, LLCJan 2016 to Oct 2021
- Securian Financial Services, IncDec 2015 to Aug 2023
- Minnesota Life Ins CoAug 2015 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 4903406
- Firm CRD
- 105644