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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2001-02-01 |
Branch Locations
1445 East Republic Road, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2000 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2001 | Present |
| Kpm Wealth Advisors, Llc | Springfield | MO | 10/2012 | 06/2021 |
| Kpm Cpas | Springfield | MO | 01/2012 | 06/2021 |
| Kpm Cpas | Springfield | MO | 06/2021 | Present |
| Kpm Wealth Advisors, Llc | Springfield | MO | 06/2021 | Present |
1) NAME OF OTHER BUSINESS: KPM CPAS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ACCOUNTING SERVICES; START DATE: 06/2021; POSITION/TITLE/RELATIONSHIP: CPA; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: OFFERS ACCOUNTING SERVICES; 2) NAME OF OTHER BUSINESS: KPM WEALTH ADVISORS, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2021; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 13; APX NUMBER OF HOURS DURING TRADING HOURS: 13; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-30 |
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