Kalli Kirshman is a registered investment advisor at Cetera Investment Advisers LLC, based in Omaha, NE, with 1 years of industry experience. Kalli 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
2401 S 130th CIR, Omaha, NE, 68144
Get directionsHistory
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 Activities
Kalli works as a registered admin for Heritage Financial Services, a financial services firm, since 2021. She dedicates full-time hours to administrative duties such as answering phones, ordering supplies, coordinating with clients, and filing paperwork.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
State Registrations1 state
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.