Lindsey Kerber
Lindsey Kerber is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in St Louis, MO, with 22 years of industry experience. Lindsey 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
5700 Oakland Ave, Ste 400, St Louis, MO, 63110
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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
Lindsey works as an agent/broker for Co-Op Insurance and R.F. Brokerage selling fixed insurance, dedicating minimal time to each. She is also a board member at St. Joseph's Academy and her husband owns Shallow Pockets Holding LLC, a real estate investing company, in which she has no involvement.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations27 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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