Karla Sue Nagorsen

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

• 07/2024 → 01/2025
  Unemployed
  South Lyon, MI
• 09/2016 → 07/2024
  Ivantage Group
  Brighton, MI
• 12/2012 → 09/2016
  Otterbase
  Grand Rapids, MI
• 04/2009 → Present
  Ryan Nagorsen Media Llc
  South Lyon, MI
• 01/2025 → Present
  Invest With A Plan
  South Lyon, MI
• 01/2025 → 09/2025
  Avantax Investment Services Inc
  South Lyon, MI
• 01/2025 → 09/2025
  Avantax Advisory Services
  South Lyon, MI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Arlington, VA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-08-08 → 2025-09-05
  Avantax Advisory Services
  Arlington, VA
  Dallas, TX
  South Lyon, MI

Other Businesses

1)NAGORSEN FAMILY TRUST POSITION: Trustee NATURE: This is a personal Family Trust. The trust is used to divide up assets among the beneficiaries. The beneficiaries are my three children. The assets include personal 401k and investment accounts as well as property assets I am one of the trustees and make investment decisions, distribution of assets and administrative tasks. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 53686 Valleywood, South Lyon MI 48178, United States DESCRIPTION: This trust is to manage personal family assets. Administrator the trust and ensure the agreement is followed Manage the trust assets, Makes investment decisions, Keeps records, Distributes assets to beneficiaries 2) RYAN NAGORSEN MEDIA LLC POSITION: Senior Vice President, Sales and Business Development NATURE: Ryan Nagorsen Media LLC is a small family owned Media company providing advertising, marketing, and video pre and post production services for clients to use for commercial or online distribution. We also provide advice and services for media multichannel placement - mainly including social media, and broadcast. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 04/08/2009 ADDRESS: 53686 Valleywood, South Lyon MI 48178, United States DESCRIPTION: Multi Media Advertising and Marketing company providing various media marketing (Video, Website, Social Media) and pre and post production services. I provide APAR, business development and media placement services to this entity (social media outlets and broadcast media). Cold calling clients to let them know we provide services for marketing purposes as well as Media buying advice 3) INVEST WITH A PLAN POSITION: Financial Advisor NATURE: This is the entity through which I provide Avantax Wealth Management services. We offer retirement planning, estate planning, tax planning services, tax focused investment strategies, legacy planning as well as investment advice and guidance to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 01/06/2025 ADDRESS: 53686 Valleywood Dr, SOUTH LYON MI 48178, United States DESCRIPTION: My duties will be to provide Invest With A Plan with administrative tasks until I obtain my licenses. Once cleared, I will be able to provide insight to clients on how their tax situation can influence all of their financial decisions including investments, assist in retirement planning, legacy planning, tax- focused investment strategies and family risk management. 4) NAME OF OTHER BUSINESS: JR FINANCIAL SERVICES, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 1/2025; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION, PLANNING, AND ACCOUNTING SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2025-08-07

Other Names

• Karla Sue Kalso
• Karla Nagorsen