Kelly Pekoske
Kelly Pekoske is a registered investment advisor at Cetera Investment Advisers LLC, based in Wauwatosa, WI, with 30 years of industry experience. Kelly 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
2290 N Mayfair Road, Wauwatosa, WI, 53226
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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.
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Kelly serves as a financial secretary for Living Word Lutheran Church, counting and depositing weekly offerings. She does not have access to the bank account or check writing authority.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Previous Registrations
Cetera Investment Services LLC
Cadaret, Grant & CO., INC.Broker
Associated Investment Services, INC.Broker
Essex National Securities, INC.Broker
Invest Financial CorporationBroker
State Registrations1 state
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