Kade Aaron Carpenter
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.
- Gcmc Management Group LLCJan 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Sfs of South Ms LLCJan 2024 to now
- University of Southern MissippiAug 2023 to now
- Strojny Financial ServicesMay 2023 to now
- Avantax Advisory ServicesMay 2024 to Sep 2025
- Avantax Investment Services Inc.May 2024 to Sep 2025
- Mississippi Gulf Coast Community CollegeAug 2021 to May 2023
- Vancleave High SchoolAug 2017 to May 2021
- Full Time StudentAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MS).
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
- 7766566
- Firm CRD
- 105644