Kyle Klumb
Kyle Klumb is a registered investment advisor at Cetera Investment Advisers LLC, based in Marinette, WI, with 4 years of industry experience. Kyle 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
2035 Marinette Ave, Marinette, WI, 54143
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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
Kyle works as an insurance agent selling life, health, disability, annuities, and long-term care products for various companies since September 2021, taking about 60% of his time. Kyle also works as an agent for Marinette Insurance and Financial Services LLC, selling and servicing various insurance products, also since September 2021, taking about 60% of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.Broker
State Registrations3 states
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