Kevin M Elbinger

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

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. OFFER FIXED PRODUCTS: LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE. 2. NAME OF OTHER BUSINESS: FINANCIAL NETWORK INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: AFFILIATED PERSON START DATE: 01/02/2013 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: JEWISH FEDERATION OF METRO DETROIT; INVESTMENT RELATED: NO; ADDRESS: 6735 TELEGRAPH RD #30, BLOOMFIELD HILLS, MI 48301; NATURE OF BUSINESS: FUNDRAISING; START DATE: 09/2016; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: ATTEND FIVE MEETINGS PER YEAR - ISRAEL & OVERSEAS COMMITTEE. 4. NAME OF OTHER BUSINESS: ORT AMERICA - MICHIGAN REGION; INVESTMENT RELATED: NO; ADDRESS: 6735 TELEGRAPH RD. #350, BLOOMFIELD HILLS, MI 48301; NATURE OF BUSINESS: FUNDRAISING; START DATE: 01/01/2017; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: FUNDRAISING FOR ORT AMERICA. 5. NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: NOTARY, START DATE: 11/2000, POSITION/TITLE/RELATIONSHIP: NOTARY, LESS THANA ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2010-11-05
• S63 Uniform Securities Agent State Law Examination
  1997-07-02

Designations

• Certified Financial Planner