Kimberly Frances Myers
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCJan 2025 to now
- Cetera Wealth Services, LLCJan 2025 to now
- Vida Legacy PlanningOct 2024 to now
- Copper Sun Financial, LLC dba Copper Sun Insurance BrokersFeb 2018 to now
- Lincoln InvestmentNov 2021 to Dec 2024
- Wells Fargo Advisors Financial Network, LLCJan 2021 to Feb 2021
- Self Employed- Kurioso DesignsAug 2020 to Dec 2023
- Cuna Brokerage Services, IncAug 2020 to Jan 2021
- Cuna Mutual GroupAug 2020 to Jan 2021
- Bbva Wealth Solutions IncMay 2019 to Aug 2020
- Bbva Compass Insurance Agency IncApr 2019 to Aug 2020
- Bbva Securities IncApr 2019 to Aug 2020
- Compass BankApr 2019 to Aug 2020
- Lincoln InvestmentJan 2017 to Apr 2019
- Legend Advisory CorporationNov 2016 to Apr 2019
- Legend Equities CorporationOct 2016 to Apr 2019
- Self EmployedJan 2016 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 5564448
- Firm CRD
- 105644