Kelly Rae Pekoske

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

• 02/2002 → Present
  The Equitable Bank Ssb
  Wauwatosa, WI
• 01/2006 → Present
  Cetera Investment Services
  St. Cloud, MN
• 01/2014 → Present
  Cetera Investment Advisers Llc
  Wauwatosa, WI

Other Businesses

FINANCIAL SECRETARY FOR LIVING WORD LUTHERAN CHURCH; COUNT AND DEPOSIT WEEKLY CHURCH OFFERINGS; DOES NOT HAVE ACCESS TO BANK ACCOUNT OR CHECK WRITING AUTHORITY

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-11
• S63 Uniform Securities Agent State Law Examination
  2002-08-30

Other Names

• Kelly Rae Zeman
• Kelly Rae Koth
• Kelly Rae Zeman
• Kelly Solwold
• Kelly Rae Koth
• Kelly Rae Zeman