Kimila Setzer
Kimila Setzer is a registered investment advisor at Cetera Investment Advisers LLC, based in Donald, OR, with 38 years of industry experience. Kimila 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
Donald, OR
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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
Kimila sells fixed insurance products. She is also the President of K Investment Management, LLC, an entity used to process commissions, dedicating about a quarter of her time. Additionally, Kimila is an author of fictional books, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Pacific Harbor Securities, INC.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Piper Jaffray INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
Boettcher & Company, INC.Broker
State Registrations5 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.