Kenneth Gerard Szczypka

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → Present
  Myler & Szczypka Pc
  Ann Arbor, MI
• 01/2006 → Present
  M&S Financial
  Ann Arbor, MI
• 09/2014 → 06/2021
  Voya Financial Advisors
  Ann Arbor, WI
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-07-28 → 2021-06-09
  Voya Financial Advisors, Inc.
  Ann Arbor, MI
  Marinette, WI
• 2010-09-03 → 2014-07-25
  Voya Financial Advisors, Inc.
  Marinette, WI
  Ann Arbor, MI

Other Businesses

1) NAME OF ENTITY: HORIZON ADVISERS; Yes; 24 FRANK LLOYD WRIGHT DR J3000; ANN ARBOR; MI; 48106; FINANCIAL SERVICES/DBA; FINANCIAL PLANNER; 1/1/2017; 40; 40; DBA FOR SALE OF SECURITIES AND INSURANCE PRODUCTS| 2) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 24 FRANK LLOYD WRIGHT DR J3000; ANN ARBOR; MI; 48106; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/24/2009; 160; 160; SALES OF FIXED INSURANCE PRODUCTS| 3) NAME OF ENTITY: Myler & Szczypka PC; No; 24 FRANK LLOYD WRIGHT DR J3000; ANN ARBOR; MI; 48106; CPA - Accounting; CPA; 1/1/1989; 160; 160; Accounting & tax work| 4) NAME OF ENTITY:125 N Wing LLC; No; 125 N Wing St; Northville; MI; 48167; Rental Property; Member; 9/17/2020; 2; 1; Landlord collect rent| 5) NAME OF OTHER BUSINESS: 125 N WING STREET LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MANAGE REAL ESTATE;

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-24
• S66 Uniform Combined State Law Examination
  2000-10-16