Michael Yongjin Kittelson

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

• 11/2013 → 12/2017
  Wells Federal Bank
  Wells, MN
• 11/2013 → Present
  Cetera Investment Services Llc
  St. Cloud, MN
• 02/2016 → Present
  Cetera Investment Advisers Llc
  St.PEter, MN
• 12/2017 → Present
  First National Bank Of Minnesota
  St.PEter, MN
• 07/2023 → Present
  First Security Bank
  Byron, MN

Other Businesses

1.) INVESTMENT COMMITTEE MEMBER FOR MANKATO AREA FOUNDATION; MONITOR FOUNDATION'S INVESTMENT PORTFOLIO TO ENSURE IT IS WITHIN THE IPS 2.) BOARDMEMBER FOR MANKATO CLINIC FOUNDATION; VOTE ON GRANT REQUESTS; 4 HRS/YEAR 3.) BOARD OF DIRECTORS FOR MANKATO AREA FOUNDATION; GOVERNS THE FOUNDATION, ESTABLISHES POLICY, SETS PRIORITIES AND MAKES FINAL GRANT DECISIONS; 1.5 HRS/MOS

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-17
• S63 Uniform Securities Agent State Law Examination
  2007-03-20

Designations

• Certified Financial Planner

Other Names

• Michael Kittelson