Kimberly Hudak
Kimberly Hudak is a registered investment advisor at Cetera Investment Advisers LLC, based in North Royalton, OH, with 25 years of industry experience. Kimberly 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
5171 Wallings Rd Ste 130, North Royalton, OH, 44133
Get directionsHistory
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
Kimberly is a fixed insurance agent and also works as an office manager at Legacy Financial, spending about 75% of her time on these activities. She also volunteers for Fire Fighters Memorial Ride, a non-profit organization, dedicating minimal time to presenting scholarships.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Legacy Financial Services, INC.Broker
Prime Capital Services, INC.Broker
Legacy Financial Services, INC.Broker
State Registrations15 states
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.