Kyle Ozema Mclaughlin
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
3 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
13 years in the industry.
- Cetera Investment Services LLCJul 2024 to now
- Hancock Whitney BankJul 2024 to now
- Cetera Investment Advisers LLCSep 2023 to now
- Compass Capital ManagementJun 2023 to now
- Titan Lighting CompanyJan 2018 to now
- Cetera Advisor Networks LLCAug 2023 to Jul 2024
- Minnesota Life Insurance CompanyJun 2023 to Aug 2023
- Securian Financial Services Inc.Jun 2023 to Aug 2023
- Lanaux Land DevelopmentMay 2017 to Jul 2019
- Fleur De Lis Event CenterMay 2013 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (LA, MS, 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
- 7771402
- Firm CRD
- 105644