Kaci Skidgel
Kaci Skidgel is a registered investment advisor at Cetera Investment Advisers LLC, based in Tulsa, OK, with 19 years of industry experience. Kaci 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
1350 S Boulder Ave Ste 300, Tulsa, OK, 74119
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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
Kaci sells fixed insurance with various companies, including life, health, disability, annuities, and long-term care, dedicating minimal time. Kaci is also involved with several organizations, including YPO, Summit Financial Group, Goodwill Industries of Tulsa, Retirement Advisor Council, Ironhorse Financial Group, Tulsa Regional Chamber, and Folds of Honor, primarily in board member roles.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
State Registrations16 states
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