Kenneth Guy Boyer

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

Previous Registrations

• 2003-12-04 → 2004-04-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ft. Collins, CO

Other Businesses

1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 12/19/2008, 2HRS/WK (TRADING HOURS), INSURANCE AGENT - SELLS ANNUITIES; 2. NAME OF OTHER BUSINESS: B. PREPARED FINANCIAL INC., INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED BRANCH, NATURE OF BUSINESS: DBA FOR ADVISORY SERVICES, POSITION/TITLE/RELATIONSHIP: OWNER, START DATE: N/A, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND INVESTMENT ADVICE; 3. ASPEN TAX PRO, NOT INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, TAX PREPARATION AND ACCOUNTING SERVIECS, START 02/20/2014, 5HRS/WK (TRADING HOURS), ROUTINE TAX PREPARATION, BOOKKEEPING AND ACCOUNTING SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-05-24
• S63 Uniform Securities Agent State Law Examination
  2000-03-24