Alexander Edward Kubiak
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.
- Kubiak Wealth Partners, LLCJan 2026 to now
- Cetera Investment Advisers LLCFeb 2021 to now
- Cetera Financial Specialists LLCDec 2020 to now
- Kubiak and Kubiak Cpas LimitedJun 2020 to now
- Kubiak Financial Family Wealth ManagementSep 2021 to Sep 2022
- UnemployedFeb 2020 to Jun 2020
- Antares CapitalApr 2019 to Feb 2020
- PricewaterhousecoopersSep 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6336592
- Firm CRD
- 105644