KC
KC

Kiara Clark

3 Years of Experience
Mentor, OH
Broker

Kiara Clark is a registered investment advisor at Cetera Investment Advisers LLC, based in Mentor, OH, with 3 years of industry experience. Kiara 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

8827 Mentor Ave. Suite A, Mentor, OH, 44060

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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 Activities

Kiara operates under the DBA Regano Financial Services as a financial professional since 2020, dedicating about a full quarter of her time. She also serves as secretary for the non-profit Ohio Academic Decathlon, spending minimal time taking notes during meetings.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Cetera Advisors LLC
February 2023 - March 2024 · 1 yr 1 mo
State Registrations4 states
NCOHTNVA
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.