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Ronald Kot

33 Years of Experience
Aurora, IL
BrokerSells Insurance

Ronald Kot is a registered investment advisor at Cetera Investment Advisers LLC, based in Aurora, IL, with 33 years of industry experience. Ronald 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

1231 Colchester Ln, Aurora, IL, 60505

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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 ActivitiesSells Insurance

Ronald is the owner of a tax accounting and audit services business, dedicating full-time hours. He also sells United Healthcare insurance as an insurance producer, spending about 10-20% of his time on this activity. Ronald is also a board member/treasurer for Stonegate West Community Association, spending minimal time per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 1998 - Present · 28 yrs 3 mos
Cetera Financial Specialists LLCBroker
November 1992 - Present · 33 yrs 6 mos
State Registrations1 state
IL
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.