KN
CFP
KN
CFP

Kevin Nice

9 Years of Experience
Goshen, IN
BrokerSells Insurance

Kevin Nice is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Goshen, IN, with 9 years of industry experience. Kevin 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
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

1301 College Avenue, Goshen, IN, 46526

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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.

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Other Business ActivitiesSells Insurance

Kevin works for Everence, providing financial and insurance services, and spends a few hours per week on this. He also dedicates time to Everence Foundation, Amigo Centre, and Pleasant View Church Leadership Board.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 8 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Everence Trust Company
February 2017 - September 2019 · 2 yrs 7 mos
Concourse Financial Group Advisors
February 2017 - February 2025 · 8 yrs
Concourse Financial Group Securities, INC.Broker
December 2016 - February 2025 · 8 yrs 2 mos
State Registrations8 states
FLILINMIOHPATXVA
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.
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