Kiersten Elyse Wynn
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 2025 to now
- Rally Wealth and BenefitsOct 2025 to now
- Cetera Investment AdvisorsSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Dae Park IncApr 2024 to now
- Kiersten Elyse WynnJul 2024 to Oct 2025
- LPL FinancialSep 2023 to Jun 2025
- Edward JonesNov 2018 to Aug 2023
- Kellan Restaurant ManagementMay 2013 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7040255
- Firm CRD
- 105644