Cheryl King
Cheryl King is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Collins, CO, with 22 years of industry experience. Cheryl 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
760 Whalers Way, A201, Fort Collins, CO, 80525
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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
Cheryl umpires and officiates volleyball games, and is a principal/IAR for The Planning and Investment Center, Inc., a DBA for insurance and financial services, dedicating about a quarter of her time. She also works as an insurance agent selling life and annuities, is a notary public, owns rental properties, and works as a financial professional for Millennium Financial.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations24 states
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