Kimberly Ogden
Kimberly Ogden is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Rocklin, CA, with 20 years of industry experience. Kimberly is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5854 Lonetree Blvd, Rocklin, CA, 95765
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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
Kimberly sells fixed insurance products, including life insurance, with various companies. She also operates Atherton Wealth Advisors as a DBA for her financial planning business, dedicating full-time hours to it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Associated Planners Investment Advisory INC
Associated Securities CORP.
Associated Securities CORP.Broker
State Registrations28 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.
Exams
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