KM
KM

Kari Mcguire

8 Years of Experience
Edina, MN
Broker

Kari Mcguire is a registered investment advisor at Cetera Investment Advisers LLC, based in Edina, MN, with 8 years of industry experience. Kari 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

3300 Edinborough Wy Ste 550, Edina, MN, 55435

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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

Kari is involved in several outside business activities, primarily related to divorce planning and mediation through AJW Financial and Divorce Financially, taking nearly full-time. Kari also dedicates minimal time to a non-profit, executive suite rentals, and notary public services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
April 2022 - Present · 4 yrs 5 mos
Cetera Wealth Services, LLC
April 2022 - Present · 4 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2022 - June 2023 · 1 yr 2 mos
Cetera Advisor Networks LLCBroker
January 2018 - April 2020 · 2 yrs 3 mos
Cetera Advisor Networks LLC
January 2018 - April 2020 · 2 yrs 3 mos
Thrivent Investment Management INC.
February 2016 - November 2017 · 1 yr 9 mos
Thrivent Investment Management INC.Broker
November 2015 - November 2017 · 2 yrs
State Registrations1 state
MN
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.