KC
KC

Kirstin Chavez

7 Years of Experience
Salt Lake City, UT
Broker

Kirstin Chavez is a registered investment advisor at Cetera Investment Advisers LLC, based in Salt Lake City, UT, with 7 years of industry experience. Kirstin 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

Salt Lake City, UT

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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 Activities

Kirstin is a professor at the University of Utah and a professional singer through Kirsten Chavez, LLC. She also owns ArtFXFinancial Planning, works as a financial professional for YS Asset Management and FFEC Wealth Partners, and is a director for CIO Partners.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
April 2022 - June 2023 · 1 yr 2 mos
First Financial Equity Corporation
October 2021 - April 2022 · 6 mos
First Financial Equity CorporationBroker
September 2021 - April 2022 · 7 mos
Metlife Securities INC.Broker
October 1994 - August 1997 · 2 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
October 1994 - August 1997 · 2 yrs 10 mos
State Registrations20 states
ARAZCACOFLGAIDILKSLAMONEOHOKORTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.