Kamlesh C Thakrar

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

• 06/1985 → 11/2022
  Kris Kumar And Associates
  Naperville, IL
• 05/2017 → 09/2025
  Avantax Investment Services, Inc.
  Naperville, IL
• 06/1985 → Present
  Kris Kumar & Associates
  Naperville, IL
• 12/2023 → 09/2025
  Avantax Advisory Services
  Naperville, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Naperville, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-12-21 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Naperville, IL

Other Businesses

1) KRIS KUMAR & ASSOCIATES POSITION: Sole Prop/Owner NATURE: Tax Preparation/Accounting/Bookkeeping INVESTMENT RELATED: No NUMBER OF HOURS: 93 SECURITIES TRADING HOURS: 10 START DATE: 06/01/1985; ADDRESS: 1717 N. Naper Blvd, Ste 200, Naperville IL 60563, United States; DESCRIPTION: Provide Tax Preparation, accounting and bookkeeping services to clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-07
• S63 Uniform Securities Agent State Law Examination
  2018-09-29

Other Names

• Kamlesh Thakrar
• Kumar Thakrar