KG
CFP
KG
CFP

Kaelah Granger

4 Years of Experience
Geneseo, NY
Broker

Kaelah Granger is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Geneseo, NY, with 4 years of industry experience. Kaelah 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

Geneseo, NY

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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

Kaelah is a financial professional for JRS Wealth Management and Wilde Wealth Management, both DBAs for financial services, since March 2021. She spends a few hours per week on each activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
July 2021 - Present · 4 yrs 10 mos
Cetera Advisors LLCBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Cetera Advisors LLC
March 2024 - March 2024 · 0 mos
State Registrations3 states
AZCANY
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.