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Kevin Bell

10 Years of Experience
Stillwater, OK
BrokerSells Insurance

Kevin Bell is a registered investment advisor at Cetera Investment Advisers LLC, based in Stillwater, OK, with 10 years of industry experience. Kevin 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

816 South Main, Stillwater, OK, 74074

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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 ActivitiesSells Insurance

Kevin is an equity indexed annuity agent with Avantax Insurance Agency, LLC and an insurance agent with Principal Group Life, dedicating a few hours per week to each. He also owns Cochran Bell LLC, where he works as an enrolled agent providing accounting, tax preparation, and bookkeeping services, taking nearly full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
October 2015 - September 2025 · 9 yrs 11 mos
Avantax Investment Services, INC.Broker
April 2015 - September 2025 · 10 yrs 5 mos
State Registrations1 state
OK
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.
Kevin Bell - Financial Advisor | TrueAdvisor