Kenneth Boyer
Kenneth Boyer is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Collins, CO, with 25 years of industry experience. Kenneth 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
2580 E Harmony Rd, Suite 201, Fort Collins, CO, 80528
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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
Kenneth sells fixed insurance with various companies as an insurance agent, focusing on annuities, dedicating a few hours per week. He also owns B. Prepared Financial Inc., a DBA for advisory services, and spends varying hours providing financial planning and investment advice. Kenneth also spends a few hours per week providing tax preparation, bookkeeping, and accounting services through Aspen Tax Pro.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Raymond James Financial Services, INC.Broker
Edward JonesBroker
Linsco/private Ledger CORP.Broker
State Registrations19 states
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