Kamlesh Thakrar
Kamlesh Thakrar is a registered investment advisor at Cetera Investment Advisers LLC, based in Naperville, IL, with 8 years of industry experience. Kamlesh 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
1717 N. Naper Blvd., Suite 200, Naperville, IL, 60563
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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
Kamlesh is a sole proprietor/owner of Kris Kumar & Associates, providing tax preparation, accounting, and bookkeeping services since 1985, taking more than half of his time. He also works with Avantax Insurance Agency Inc. selling and monitoring equity index annuities, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 states
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