Kari Cedergren, financial advisor Saint Cloud MN
93 score

Kari Cedergren

CRD Number: 5436088
Current Firm: Cetera Investment Advisers LLC

Kari Cedergren (CRD# 5436088) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Cloud, MN and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jan 2014 - Current 2
Cetera Investment Services LLC Saint Cloud, MN Feb 2013 - Current 3
Jan Moser Shoreview, MN Sep 1997 - Current 19
Cetera Investment Services LLC Saint Cloud, MN Feb 2011 - Jan 2013 1
Primevest Financial Services St Cloud, MN Jul 2009 - Jan 2011 1
Primevest Financial Services Saint Cloud, MN Sep 2007 - Jun 2009 1
Maynards Rogers, MN Aug 2005 - Jan 2008 2
Fairview Sauk Rapids, MN Mar 2007 - Sep 2007 < 1
Countryside Delano, MN Mar 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2010
Contact Info for Kari J. Cedergren
Phone Number: 888-528-2987
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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