Kathleen Kalosky
Kathleen Kalosky is a registered investment advisor at Cetera Investment Advisers LLC, based in Boardman, OH, with 23 years of industry experience. Kathleen 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
5621 Market St, Boardman, OH, 44512
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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.
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Kathleen is a manager at Sullivans Tax Service, dedicating full-time hours to this role. She also owns commercial and residential rental properties, but spends minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
State Registrations2 states
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