Kendra Nicole Peterson
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Stewards Planning GroupJun 2025 to now
- Taatjes Financial GroupJan 2019 to now
- Avantax Advisory ServicesMar 2022 to Sep 2025
- Avantax Insurance Agency, LLCFeb 2019 to Sep 2025
- Avantax Investment Services, Inc.Feb 2019 to Sep 2025
- Maccray Public SchoolsJan 2019 to Nov 2022
- The Prudential Insurance Company of AmericaJan 2017 to Jan 2019
- Pruco Securities, LLCAug 2016 to Jan 2019
- MenardsNov 2014 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
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
- 6697433
- Firm CRD
- 105644