Choong Myung Kim

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

• 07/2022 → 07/2024
  W&S Brokage
  Cincinnati, OH
• 05/2022 → 03/2023
  Western & Southern Life
  Charlotte, NC
• 09/2021 → 05/2022
  New York Life
  Irvine, CA
• 11/2020 → 09/2021
  Symmetry Financial Group
  Swaannoa, NC
• 03/1997 → 11/2020
  C.M. International
  Seoul
• 03/2023 → 07/2024
  Western Southern Life
  Cerritos, CA
• 07/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-04-16 → 2024-06-14
  W&S Brokerage Services, Inc.
  Charlotte, NC
  Cerritos, CA

Other Businesses

1. NAME OF OTHER BUSINESS: STRATEGIC FORTUNE WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: WEALTH MANAGEMENT, MARKETING INSURANCES AND ANNUITIES; START DATE: 06/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: WORK WITH INDIVIDUALS, FAMILIES, AND BUSINESSES HELP THEM ACHIEVE THEIR FINANCIAL GOALS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-11
• S63 Uniform Securities Agent State Law Examination
  2022-09-17

Other Names

• Choong Myung Kim