KC
KC

Kade Carpenter

1 Year of Experience
Diberville, MS
Broker

Kade Carpenter is a registered investment advisor, based in Diberville, MS, with 1 years of industry experience.

Location

11088 Rae St, Diberville, MS, 39540

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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

Kade works as an Administrative Assistant at Strojny Financial Service, assisting with financial planning, tax preparation, accounting, and organizing meetings, dedicating full-time hours to this role. Kade also works as a Tax Advisor for SFS of South MS LLC, providing tax advice and preparation, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
August 2024 - September 2025 · 1 yr 1 mo
Avantax Investment Services, INC.Broker
June 2024 - September 2025 · 1 yr 3 mos
State Registrations1 state
MS
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.
Kade Carpenter - Financial Advisor | TrueAdvisor