KI
KI

Kathryn Iverson

3 Years of Experience
Roseville, MN
Broker

Kathryn Iverson is a registered investment advisor at Cetera Investment Advisers LLC, based in Roseville, MN, with 3 years of industry experience. Kathryn 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

1820 North Lexington Avenue, Roseville, MN, 55113

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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

Kathryn works as a food server for Grand View Lodge. This takes about half of Kathryn's time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2023 - Present · 3 yrs 2 mos
Cetera Investment Services LLCBroker
August 2022 - Present · 3 yrs 9 mos
State Registrations1 state
MN
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.