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Kevin Kubicek

1 Year of Experience
Southeastern, PA

Kevin Kubicek is a registered investment advisor at Cetera Investment Advisers LLC, based in Southeastern, PA, with 1 years of industry experience. Kevin 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

1000 W Valley Road, Southeastern, PA, 19399

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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

Kevin is employed by Anthony Kubicek CPA PC as an accountant, spending nearly full-time hours on tax preparation, financial statement drafting, and auditing. Kevin also owns Kubicek Financial Services LLC, where he provides advisory and wealth management services, dedicating about half his time to marketing, client relationship management, and advisory advice.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
April 2024 - September 2025 · 1 yr 5 mos
State Registrations1 state
PA
Advisor

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.
Kevin Kubicek - Financial Advisor | TrueAdvisor