CK
CK
Clint Kakkuri
24 Years of Experience
Negaunee, MI
1 DisclosureBroker
Clint Kakkuri is a registered investment advisor at Cetera Investment Advisers LLC, based in Negaunee, MI, with 24 years of industry experience. Clint 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...
Location
701 N Teal Lake Ave, Negaunee, MI, 49866
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
December 2019Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.Broker
December 2010 - June 2021 · 10 yrs 6 mos
Voya Financial Advisors, INC.
December 2010 - June 2021 · 10 yrs 6 mos
Ing Financial Partners, INC
September 2010 - November 2010 · 2 mos
Ing Financial Partners, INC.Broker
August 2001 - November 2010 · 9 yrs 3 mos
State Registrations3 states
FLMIWI
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.