Kurt Opella is a registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 30 years of industry experience. Kurt 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
12221 Merit Dr Ste 1760, Dallas, TX, 75251
Get directionsHistory
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 Activities
Kurt is affiliated with Financial Network and owner/OSJ manager of Rankin Financial Network LLC and Landmark Financial, spending about a quarter of his time on each. He also serves as treasurer and president for Rainbow Days, supporting homeless children, and co-owns Pine Forest Properties LLC for organic farming and tax purposes.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Talbot Financial Services, INC.Broker
Cgi Securities, INC.Broker
Kemper Distributors, INC.Broker
USAA Investment Management CompanyBroker
State Registrations50 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.