Unclaimed Profile

Kimberley Holweger

CETERA INVESTMENT ADVISERS LLC·SCHAUMBURG, Illinois

CETERA 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

Disclosure history

14 disclosures on file · See FINRA BrokerCheck for full record

About

Kimberley Holweger is a registered financial advisor based in SCHAUMBURG, Illinois, affiliated with CETERA INVESTMENT ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

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 →

Firm Overview

Firm

CETERA INVESTMENT ADVISERS LLC

AUM

$104.5B

Regulatory assets under management

Employees

6648

Total firm employees

View all advisors at CETERA INVESTMENT ADVISERS LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1572778

Firm CRD# 105644

View on FINRA BrokerCheck →

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 →