Unclaimed Profile

Kimberley Holweger

CETERA INVESTMENT ADVISERS LLC·SCHAUMBURG, Illinois

SIE, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 99TOClean recordCETERA INVESTMENT ADVISERS LLC

1450 AMERICAN LANE, SCHAUMBURG, IL 60173-2096CRD# 1572778Firm CRD# 105644

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kimberley Holweger · SCHAUMBURG, IL

Registration

CRD #1572778 · CETERA INVESTMENT ADVISERS LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CETERA INVESTMENT ADVISERS LLC

CRD 105644 · SEC 801-20406

AUM

$104.5B

Regulatory assets under management

Employees

6,648

423,554 client accounts

Services offered by CETERA INVESTMENT ADVISERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CETERA INVESTMENT ADVISERS LLC →

Introduction

Speak with Kimberley

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kimberley is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SCHAUMBURG?

Browse all registered financial advisors in SCHAUMBURG, Illinois or claim this profile if it's yours.

Browse SCHAUMBURG Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kimberley Holweger offer?

Kimberley Holweger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCHAUMBURG, Illinois for a consultation.

What are Kimberley Holweger's credentials?

Kimberley Holweger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberley Holweger located?

Kimberley Holweger is based in SCHAUMBURG, Illinois, working with CETERA INVESTMENT ADVISERS LLC. Their office serves clients in the SCHAUMBURG metropolitan area and surrounding communities.

How does Kimberley Holweger charge for services?

Kimberley Holweger's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CETERA INVESTMENT ADVISERS LLC?

CETERA INVESTMENT ADVISERS LLC has approximately 6648 employees and manages $104.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →