Kelley Renee Collingwood

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

• 06/2007 → Present
  Cetera Investment Services
  St. Cloud, MN
• 06/2007 → Present
  Midfirst Bank
  Altus, OK
• 01/2014 → Present
  Cetera Investment Advisers Llc
  Altus, OK

Previous Registrations

• 2005-09-02 → 2006-06-30
  First Command Brokerage Services, Inc.
  Alameda, CA
  Alameda, CA
• 2005-02-18 → 2005-09-02
  First Command Bank
  Fort Worth, TX

Other Businesses

1.) ABILITY TO EARN COMPENSATION FROM REFERRALS THROUGH TRUE CHAMPION REFERRAL PROGRAM AT MIDFIRST. 2.) U.S. ARMY RESERVE OFFICER, CIVIL AFFAIRS 3.) BOARDMEMBER OF JH LEE SCHOLARSHIP; PROVIDE OVERSITE FOR FUNDS DONATED TO THE SCHOLARSHIP FUND AND PARTICPATE IN REVIEW AND AWARD OF SCHOLARSHIP APPLICATIONS; NOT SECURITIES RELATED;

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-05
• S63 Uniform Securities Agent State Law Examination
  2002-10-01

Designations

• Certified Financial Planner

Other Names

• Renee Collingwood