KD
KD

Kristen Daniels

39 Years of Experience
St Cloud, MN
Broker

Kristen Daniels is a registered investment advisor at Cetera Investment Advisers LLC, based in St Cloud, MN, with 39 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

400 1st St S Ste 300, St Cloud, MN, 56301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kristen works as an assistant at The Barking Birch dog daycare for three weekends a year. This activity is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2014 - Present · 12 yrs 3 mos
Cetera Investment Services LLCBroker
September 2003 - Present · 22 yrs 7 mos
Cetera Investment Services LLC
September 2003 - Present · 22 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
May 2018 - December 2020 · 2 yrs 7 mos
Cetera Financial Specialists LLCBroker
May 2018 - July 2020 · 2 yrs 2 mos
Cetera Advisors LLCBroker
April 2017 - December 2020 · 3 yrs 8 mos
Cetera Advisors LLC
April 2017 - December 2020 · 3 yrs 8 mos
Cetera Investment Services LLC
January 2014 - January 2014 · 0 mos
Guaranty Brokerage Services, INC.Broker
August 2009 - December 2010 · 1 yr 4 mos
Fintegra, LLCBroker
May 1999 - September 2003 · 4 yrs 4 mos
Granite Investment Services, INC.Broker
August 1996 - April 1999 · 2 yrs 8 mos
Primevest Financial Services, INC.Broker
February 1991 - April 1999 · 8 yrs 2 mos
John G. Kinnard and Company, IncorporatedBroker
March 1987 - February 1991 · 3 yrs 11 mos
State Registrations44 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.