Kelli Aggerbeck is a registered investment advisor, based in Port Orchard, WA, with 19 years of industry experience.
Location
Port Orchard, WA
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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 Advisers LLC
September 2025 - Present · 8 mos
Cetera Advisors LLC
September 2025 - Present · 8 mos
Cetera Advisors LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
April 2014 - September 2025 · 11 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
August 2013 - September 2025 · 12 yrs 1 mo
Wamu Capital CORP.Broker
April 2004 - May 2008 · 4 yrs 1 mo
Harris Investorline INC.Broker
June 1999 - May 2002 · 2 yrs 11 mos
State Registrations4 states
AZIDILWA
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.