Simeon Kerr
Simeon Kerr is a registered investment advisor at Cetera Investment Advisers LLC, based in Skokie, IL, with 31 years of industry experience. Simeon 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
8340 Lincoln Avenue, Suite 116, Skokie, IL, 60077
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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
Simeon is the principal of S.J. Kerr, LTD, an accounting and tax services firm, dedicating full-time hours to this activity. He also receives renewals on annuity policies.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Securities, INC.Broker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations3 states
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