KB
CFP
KB
CFP

Kenteth Blossom

20 Years of Experience
Kalona, IA
BrokerSells Insurance

Kenteth Blossom is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Kalona, IA, with 20 years of industry experience. Kenteth 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

301 5th Street, Suite 1, Kalona, IA, 52247-0700

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History

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.

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Other Business ActivitiesSells Insurance

Kenteth works for Everence, providing investment and financial planning services, including insurance and charitable planning. He also sub-leases office space, his spouse is Director of Finance at Hillcrest Academy, he coaches softball, and he is Power of Attorney for his parents.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 7 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 7 mos
Previous Registrations
Everence Trust Company
June 2007 - September 2019 · 12 yrs 3 mos
Concourse Financial Group Advisors
March 2007 - February 2025 · 17 yrs 11 mos
Concourse Financial Group Securities, INC.Broker
March 2005 - February 2025 · 19 yrs 11 mos
State Registrations9 states
FLIAILMNMONEOHSDWI
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.