Kellen Larsen
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.
- Cetera Investment Advisers LLCJun 2026 to now
- Cetera Advisors LLCJun 2026 to now
- Pillar Financial GroupMay 2026 to now
- Massmutual Life Insurance CoJan 2025 to May 2026
- MML Investors Services LLCJan 2025 to May 2026
- Northwestern Mutual Wealth Management CompanyMay 2021 to Dec 2024
- Northwestern Mutual Investment Services LLCMay 2020 to Dec 2024
- Northwestern Mutual Life Insurance CompanyMay 2020 to Dec 2024
- Chevrolet of EverettNov 2019 to Mar 2020
- QfcAug 2019 to Nov 2019
- Advantage Solutions MarketingMay 2019 to Aug 2019
- Perfect SnacksJun 2018 to Apr 2019
- StudentSep 2015 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7259248
- Firm CRD
- 105644