Katherine E Olson

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

• 06/2017 → 11/2021
  Ausdal Financial Partners, Inc
  Davenport, IA
• 07/2016 → 06/2017
  Ruhl Mortgate
  Moline, IL
• 04/2022 → Present
  Kamari Home Inspection
  Moline, IL
• 12/2021 → 03/2022
  Unemployed
  Moline, IL
• 03/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 03/2023 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 03/2023 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-07-03 → 2021-11-29
  Ausdal Financial Partners, Inc.
  Davenport, IA
• 2015-03-23 → 2016-07-13
  Ausdal Financial Partners, Inc.
  Davenport, IA
• 2012-09-26 → 2013-08-26
  Waddell & Reed
  Davenport, IA

Other Businesses

1. NAME OF OTHER BUSINESS: KAMARI HOMES LLC, KAMARI HOME INSPECTION INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: HOME INSPECTION START DATE: 8/2022 POSITION/TITLE/RELATIONSHIP: HOME INSPECTOR APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROVIDE LIMITED, NON-INVASIVE EXAMINATION OF STRUCTURE AND SYSTEMS OF A HOME;

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-05-12
• S66 Uniform Combined State Law Examination
  2012-09-25

Other Names

• Katherine Elizabeth White
• Katherine Elizabeth Olson