KW
KW
Kimberly Weitzel
18 Years of Experience
Kapolei, HI
Broker
Kimberly Weitzel is a registered investment advisor at Cetera Investment Advisers LLC, based in Kapolei, HI, with 18 years of industry experience. Kimberly 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
91-590 Farrington Hwy. #140, Kapolei, HI, 96707
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Services LLCBroker
March 2024 - Present · 2 yrs 2 mos
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Cuso Financial Services, L.P.Broker
February 2019 - March 2024 · 5 yrs 1 mo
Cuso Financial Services, L.P.
February 2019 - March 2024 · 5 yrs 1 mo
Raymond James Financial Services Advisors, INC
June 2018 - February 2019 · 8 mos
Raymond James Financial Services, INC.Broker
June 2018 - February 2019 · 8 mos
Bankoh Advisors
August 2014 - June 2018 · 3 yrs 10 mos
Bankoh Investment Services, INC.Broker
May 2013 - June 2018 · 5 yrs 1 mo
Mutual of Omaha Investor Services, INC.Broker
June 2010 - June 2012 · 2 yrs
Uvest Financial Services Group, INC.Broker
October 2008 - March 2010 · 1 yr 5 mos
Royal Alliance Associates, INC.Broker
February 2006 - September 2008 · 2 yrs 7 mos
State Registrations5 states
CAHINVSCWA
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.