Anna Cathleen Kupper
Investment adviser representative at Cetera Investment Advisers LLC
25 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
25 years in the industry.
- Violet FinancialMay 2025 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCJul 2021 to now
- Aya Wealth ManagementJul 2021 to May 2025
- U.S. Bancorp Investments, Inc.Jul 2016 to Jul 2021
- Q6 TalentJun 2001 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (HI).
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
- 6413478
- Firm CRD
- 105644