Kelley Marie Hare

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

• 12/1998 → Present
  Porte Brown Llc
  Elk Grove Village, IL
• 08/2012 → 10/2019
  1St Global Capital Corp.
  Elk Grove Village, IL
• 08/2012 → 10/2019
  1St Global Advisors Inc.
  Elk Grove Village, IL
• 07/2013 → 09/2025
  Avantax Insurance Services, Inc.
  Elk Grove Village, IL
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Elk Grove Village, IL
• 10/2019 → 09/2025
  Avantax Advisory Services
  Elk Grove, IL
• 10/2023 → 09/2025
  Avantax Insurance Agency And / Or Avantax Insurance Services
  Elk Grove Village, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Elk Grove Village, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Elk Grove Village, IL
• 2013-05-06 → 2019-10-25
  1St Global Advisors Inc
  Elk Grove Village, IL

Other Businesses

1) OAKTON BUILDING GROUP POSITION: PARTNER NATURE: REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: Elk Grove Village IL 60007, United States DESCRIPTION: NONE BESIDES OWNERSHIP INTEREST 2) PORTE BROWN WEALTH MANAGEMENT LLC POSITION: Referring Advisor NATURE: This is the wealth management company which was set up to handle 1st Global with our related CPA firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/22/2012 ADDRESS: Elk Grove Village IL 60007, United States DESCRIPTION: Provide financial services to clients. 3) SHAMROCK BUILDING GROUP LLC POSITION: OWNER NATURE: REAL ESTATE INVESTMENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: Elk Grove Village IL 60007, United States DESCRIPTION: Investor

Exams

• S66 Uniform Combined State Law Examination
  2013-05-04

Other Names

• Kelley Krowczyk
• Kelley Marie Krowczyk