Kathryn Wilkerson
Kathryn Wilkerson is a registered investment advisor at Cetera Investment Advisers LLC, based in Lancaster, CA, with 28 years of industry experience. Kathryn 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
42207 6th St W, Unit 107, Lancaster, CA, 93534
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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
Kathryn is a registered representative selling fixed insurance products (life, health, disability, annuities) since 2007. She is also the president/owner of Sierra Financial Services, providing tax preparation, accounting, payroll, and notary services, taking about a quarter of Kathryn's time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations19 states
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