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Karl Olof Mills

Cerity Partners LLC

New York, NY

Lafayette, CA

CRD 2040384

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Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

3595 Mount Diablo Blvd., Suite 300, Lafayette, CA 94549 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jurika, Mills & Keifer, Llc Lafayette CA 06/2003 04/2023
Cerity Partners Llc New York NY 05/2023 Present
  • 06/2003 → 04/2023
    Jurika, Mills & Keifer, Llc
    Lafayette, CA
  • 05/2023 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2003-07-21 → 2023-08-25
    Jurika, Mills & Keifer, Llc
    Oakland, CA
    Lafayette, CA
    San Francisco, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-12-17
S65 Uniform Investment Adviser Law Examination 1990-04-17
  • S63 Uniform Securities Agent State Law Examination
    1991-12-17
  • S65 Uniform Investment Adviser Law Examination
    1990-04-17
Designations
  • Chartered Financial Analyst
Other Names
  • Karl Mills
  • Karl Olof Mills

View on SEC IAPD

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