Laurence Kachel
Laurence Kachel is a registered investment advisor at Cetera Investment Advisers LLC, based in Brookfield, WI, with 39 years of industry experience. Laurence 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
Firm Size
IM Fee
Assets Under Management
Location
16800 West Greenfield Avenue, Suite 350, Brookfield, WI, 53005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Laurence owns Kachel Insurance, where he sells health insurance, dedicating a few hours per week. He also owns Kachel Financial Group, spending nearly full-time on financial advisory services, and is involved in real estate development and property management through DLK Enterprises, Inc., taking a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Sunamerica Securities, INC.Broker
Wellington Investment Services CORP.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
First Affiliated SecuritiesBroker
Intersecurities, INC.Broker
Xelan Securities CorporationBroker
Wall Street Discounts, INC.Broker
E. F. Hutton & Company INCBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.