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Kent Bellgrau

8 Years of Experience
North Barrington, IL
Broker

Kent Bellgrau is a registered investment advisor at Cetera Investment Advisers LLC, based in North Barrington, IL, with 8 years of industry experience. Kent 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

108 S Wynstone Park Drive, Suite 100, North Barrington, IL, 60010

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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

Kent is the owner of Winters & Co, LLC, providing accounting services as a CPA since 2011, dedicating nearly full-time hours to this role. He is also a part owner of Bellgrau & Co, LTD, a CPA firm, spending about a quarter of his time during trading hours on tax and accounting duties.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2018 - Present · 7 yrs 7 mos
Cetera Financial Specialists LLC
December 2017 - Present · 8 yrs 5 mos
Cetera Financial Specialists LLCBroker
December 2017 - Present · 8 yrs 5 mos
State Registrations2 states
FLIL
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.