Kalli Cierra Kirshman

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

• 07/2021 → Present
  Heritage Financial Services
  Omaha, NE
• 08/2017 → 07/2021
  Ralston Schools Foundation
  Ralston, NE
• 09/2015 → 08/2017
  Hyvee
  Plattsmouth, NE
• 08/2013 → 08/2017
  Full Time Education
  Bellevue, NE
• 08/2023 → 06/2024
  Cetera Advisor Networks
  El Segundo, CA
• 06/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: HERITAGE FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 7/2021 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK:40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE DUTIES SUCH AS ANSWERING PHONES, ORDERING SUPPLIES, COORDINATING WITH CLIENTS, FILING PAPERWORK;

Exams

• S66 Uniform Combined State Law Examination
  2025-01-14

Other Names

• Kalli Kirshman