Kiersten Elyse Wynn

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

• 05/2013 → 12/2018
  Kellan Restaurant Management
  Kansas City, MO
• 11/2018 → 08/2023
  Edward Jones
  Kansas City, MO
• 09/2023 → 06/2025
  Lpl Financial
  Kansas City, MO
• 10/2025 → Present
  Rally Wealth And Benefits
  Overland Park, KS
• 04/2024 → Present
  Dae Park Inc
  Kansas City, KS
• 07/2024 → 10/2025
  Kiersten Elyse Wynn
  Kansas City, MO
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisors
  Schaumburg, IL

Previous Registrations

• 2024-05-09 → 2025-06-23
  Lpl Financial Llc
  Kansas City, MO
  Kansas City, MO

Other Businesses

1. NAME OF OTHER BUSINESS: KIERSTEN ELYSE WYNN - NOTARY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY PUBLIC; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES TO CLIENTS WHEN NEEDED; 2. NAME OF OTHER BUSINESS: DAE PARK INC; INVESTMENT RELATED: NO; ADDRESS: KANSAS CITY, KS 66109; NATURE OF BUSINESS: DONUT SHOP; START DATE: 04/2024; POSITION/TITLE/RELATIONSHIP: CASHIER; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: CASHIER; 3. NAME OF OTHER BUSINESS: RALLY WEALTH & BENEFITS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: ASSOCIATE FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: ASSOCIATE FINANCIAL ADVISOR;

Exams

• S66 Uniform Combined State Law Examination
  2024-05-09