Kimberly Dawn Clark
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- Cetera Investment Advisers LLCOct 2019 to now
- Cetera Investment ServicesOct 2019 to now
- First Merchants Investment ServicesOct 2019 to now
- Delta Sigma Theta Sorority, IncAug 2019 to now
- Literacy WorksNov 2016 to now
- South Chicago Parents & Friends, IncNov 2016 to now
- Deborah ChinnapillaiFeb 2017 to Oct 2019
- St Ignatius College PrepNov 2016 to Oct 2019
- South Chicago Chamber of CommerceJan 2015 to Mar 2017
- Various Insurance Carriers for W&r Insurance AgenciesJan 2014 to Oct 2019
- Waddell & Reed IncDec 2013 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 6274658
- Firm CRD
- 105644