Jacob Tyler Kunz
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Wealth Services, LLCMay 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Investment Services LLCAug 2023 to now
- Cetera Advisors LLCNov 2017 to now
- Mc's DugoutApr 2022 to Oct 2023
- Granite Edge CafeJul 2021 to Apr 2022
- Cold Spring BakeryFeb 2019 to Oct 2021
- Unemployed/fall Semester At CollegeJun 2018 to Jan 2019
- Granite City Food and BreweryMar 2018 to May 2018
- Granite Edge CafeJun 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7790556
- Firm CRD
- 105644