KG
CFP
KG
CFP

Kaelah Granger

5 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 5 years of industry experience. Kaelah is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10458 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
Loading...

Location

Geneseo, NY

Get directions

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.

Learn about disclosures →
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 7 mos
Cetera Advisors LLC
July 2021 - Present · 5 yrs 3 mos
Cetera Advisors LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
March 2024 - March 2024 · 0 mos
State Registrations4 states
AZCACONY
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.
More Advisors