Dylan Kolquist
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
3 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
10 years in the industry.
- Northview Financial PartnersJun 2025 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCJun 2022 to now
- Sellwood Partners, LLCJan 2022 to now
- Cetera Advisor NetworksJan 2022 to Jun 2022
- UnemployedNov 2021 to Jan 2022
- Midwest Secure RetirementJun 2021 to Nov 2021
- UnemployedAug 2020 to Jun 2021
- Ridgeview Country ClubMay 2020 to Aug 2020
- UnemployedOct 2019 to May 2020
- Northwestern MutualNov 2018 to Oct 2019
- UnemployedAug 2018 to Nov 2018
- Ridgeview Country ClubMay 2018 to Aug 2018
- Minnesota State University, MankatoAug 2017 to May 2021
- UnemployedAug 2017 to May 2018
- Ridgeview Country ClubMay 2017 to Aug 2017
- UnemployedSep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (MN, TX, WI).
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
- 7040389
- Firm CRD
- 105644