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Andrea Kucala

Investment adviser representative at Cetera Investment Advisers LLC
11 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

11 years in the industry.

  1. Cetera Investment Advisers LLCFeb 2025 to now
  2. Cetera Investment Services LLCNov 2024 to now
  3. LPL Financial LLCApr 2024 to Nov 2024
  4. Northwestern Mutual Wealth Management CompanyDec 2022 to Apr 2024
  5. Hanna RaskNov 2022 to Nov 2024
  6. Northwestern Mutual Investment Services LLCMay 2021 to Apr 2024
  7. Northwestern Mutual Life Insurance CompanyJun 2020 to Nov 2024
  8. Superior Choice Credit UnionFeb 2020 to Mar 2020
  9. TargetApr 2018 to Jun 2021
  10. Copper LanternAug 2016 to May 2017
  11. Country ManorJun 2015 to Apr 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2025

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
7257129
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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