Katelyn Marie Mccloskey
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera AdvisorsAug 2022 to now
- Emerald Retirement Planning Group, Inc.;Aug 2022 to now
- Ameritas Investment Company, LLCApr 2022 to Aug 2022
- Capital Financial ArchitectsSep 2021 to Aug 2022
- Hansen's Advisory Services, Inc.Jun 2020 to Sep 2021
- Lemoyne CollegeJul 2019 to May 2020
- Illinois State UniversityNov 2016 to Jun 2019
- University of Illinois At Urbana-champaignAug 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 7279775
- Firm CRD
- 105644