Connor Koza
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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.
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- Renaissance Financial CorpJul 2020 to now
- Minnesota Life Insurance CoJul 2020 to Aug 2023
- Securian Financial Services IncJul 2020 to Aug 2023
- Okoboji StoreMay 2020 to Aug 2020
- TD AmeritradeMay 2019 to Aug 2019
- Midlands FinancialSep 2018 to Feb 2020
- Sterling ComputersMay 2017 to Aug 2018
- University of Nebraska LincolnAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 7043026
- Firm CRD
- 105644