KC
KC
Kerin Clark is a registered investment advisor at Cetera Investment Advisers LLC, based in Oak Grove, OR, with 25 years of industry experience. Kerin 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
10599 SE Mcloughlin Blvd, Oak Grove, OR, 97267
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Services LLCBroker
May 2025 - Present · 1 yr 2 mos
Cetera Investment Advisers LLC
May 2025 - Present · 1 yr 2 mos
Previous Registrations
Gradient Advisors, LLC
September 2024 - February 2025 · 5 mos
Prudential Financial Planning Services
January 2024 - September 2024 · 8 mos
Pruco Securities, LLC.Broker
January 2024 - September 2024 · 8 mos
Gradient Advisors, LLC
January 2022 - November 2023 · 1 yr 10 mos
Corecap Investments, LLCBroker
January 2020 - October 2020 · 9 mos
Corecap Advisors
July 2019 - January 2022 · 2 yrs 6 mos
Gradient Advisors, LLC
June 2016 - July 2019 · 3 yrs 1 mo
Cetera Advisor Networks LLC
May 2015 - June 2016 · 1 yr 1 mo
Cetera Advisor Networks LLCBroker
April 2015 - June 2016 · 1 yr 2 mos
American Independent Securities Group, LLCBroker
May 2012 - June 2013 · 1 yr 1 mo
Stonehurst Securities, INC.Broker
April 2009 - January 2010 · 9 mos
World Group Securities, INC.Broker
February 2009 - April 2009 · 2 mos
Brecek & Young Advisors, INC.Broker
July 2008 - December 2008 · 5 mos
Stonehurst Securities, INC.Broker
October 2007 - July 2008 · 9 mos
Brecek & Young Advisors, INC.Broker
August 2004 - November 2007 · 3 yrs 3 mos
Cuso Financial Services, L.P.Broker
November 2001 - August 2004 · 2 yrs 9 mos
Wm Financial Services, INC.Broker
June 1998 - October 2001 · 3 yrs 4 mos
U.S. Bancorp Investments, INC.Broker
September 1997 - June 1998 · 9 mos
U.S. Bancorp SecuritiesBroker
December 1995 - September 1997 · 1 yr 9 mos
State Registrations10 states
AZCACOFLIDNMNVORWAWV
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.