Kyle Bach
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$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
13 years in the industry.
- Cetera Investment Services LLCJun 2026 to now
- Cetera Financial Specialists LLCApr 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Advisors LLCAug 2024 to now
- Cetera Wealth Services, LLCAug 2024 to now
- Cetera Investment Services LLCAug 2024 to Oct 2025
- Avantax Advisory ServicesMar 2022 to Sep 2025
- Avantax Investment Services, Inc.Mar 2022 to Sep 2025
- J.P. Morgan Securities LLCAug 2021 to Feb 2022
- Avantax Advisory ServicesJul 2020 to Aug 2021
- AvantaxNov 2019 to Aug 2021
- Avantax Invesment Services, Inc.Nov 2019 to Aug 2021
- National Financial ServicesJun 2018 to Nov 2019
- UnemployedAug 2017 to Jun 2018
- YmcaAug 2016 to Aug 2017
- University of Texas, AustinAug 2013 to Aug 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 7199927
- Firm CRD
- 105644