Kalli Cierra Kirshman
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- RoverSep 2026 to now
- Cetera Investment Advisers LLCJan 2025 to now
- Cetera Wealth Services, LLCJun 2024 to now
- Heritage Financial ServicesJul 2021 to now
- Cetera Advisor NetworksAug 2023 to Jun 2024
- Ralston Schools FoundationAug 2017 to Jul 2021
- HyveeSep 2015 to Aug 2017
- Full Time EducationAug 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 7427634
- Firm CRD
- 105644