Kathryn Louise Wilkerson

Current Employers

Employment History

• 12/1979 → Present
  Sierra Financial Services (Dba)
  Lancaster , CA
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) NAME OF OTHER BUSINESS: INSURANCE, INVESTMENT RELATED: YES, NATURE OF BUSINESS: SALE OF FIXED INSURANCE (LIFE, HEALTH, DISABILITY, ANNUITIES), POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE, START DATE: 09/14/2007, BRIEF DESCRIPTION OF DUTIES: SALE OF VARIOUS INSURANCE COMPANIES AS A REGISTERED REPRESENTATIVE; 2) NAME OF OTHER BUSINESS: SIERRA FINANCIAL SERVICES., INVESTMENT RELATED: NO, ADDRESS: 1055 W. AVENUE M. SUITE 103. LANCASTER, CA. 93534 NATURE OF BUSINESS: TAX PREPARATION - ACCOUNTING, PAYROLL SERVICES, NOTARY PUBLIC, POSITION/TITLE/RELATIONSHIP: PRESIDENT/OWNER, APX NUMBER OF HOURS PER WEEK: 40 HOURS PER WEEK, BRIEF DESCRIPTION OF DUTIES: PREPARATION OF ANNUAL TAX RETURNS, FINANCIAL STATEMENTS, PAYROLL JOURNALS, PAYROLL CHECKS FOR CLIENTS. ALSO PROVIDE NOTARY SERVICE FOR PREPARED DOCUMENTS.;

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-11-08
• S63 Uniform Securities Agent State Law Examination
  1998-01-29

Other Names

• Kathryn Louise Wilson
• Kathryn Louise Kober
• Kathryn Louise Rominger