CK
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Colleen Knafla

7 Years of Experience
St Cloud, MN
Broker

Colleen Knafla is a registered investment advisor at Cetera Investment Advisers LLC, based in St Cloud, MN, with 7 years of industry experience. Colleen 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
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Location

400 1st St S Ste 300, St Cloud, MN, 56301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Colleen is a volunteer captain firefighter/EMT responding to 911 calls for the city of Clear Lake, Palmer Township and Clear Lake Township since 2007. This takes a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Investment Services LLC
July 2019 - Present · 7 yrs
Cetera Investment Services LLCBroker
July 2019 - Present · 7 yrs
Previous Registrations
Cetera Advisors LLCBroker
July 2019 - July 2025 · 6 yrs
Cetera Financial Specialists LLCBroker
July 2019 - July 2025 · 6 yrs
Cetera Wealth Services, LLCBroker
July 2019 - July 2025 · 6 yrs
Cetera Advisor Networks LLC
July 2019 - June 2023 · 3 yrs 11 mos
First Allied Securities, INC.Broker
July 2019 - September 2022 · 3 yrs 2 mos
Summit Brokerage Services, INC.Broker
July 2019 - December 2019 · 5 mos
Ameriprise Financial Services, INC.
September 2018 - July 2019 · 10 mos
Ameriprise Financial Services, INC.Broker
June 2018 - July 2019 · 1 yr 1 mo
State Registrations1 state
MN
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.