Kedra Jo Olsen

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:

Current Employers

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2000-08-17

IL RA
APPROVED

Since 2000-08-17

Branch Locations

3100 South Oak Park Avenue, Hinsdale, IL 60521 • 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

Organization	City	State	From	To
Brummet & Olsen, Llp	Hinsdale	IL	11/1997	Present
Cetera Financial Specialists Llc	Schaumburg	IL	02/1998	Present
Cetera Investment Advisers Llc	Schaumburg	IL	08/2000	Present

11/1997 → Present

Brummet & Olsen, Llp

Hinsdale, IL
02/1998 → Present

Cetera Financial Specialists Llc

Schaumburg, IL
08/2000 → Present

Cetera Investment Advisers Llc

Schaumburg, IL

Other Businesses

1)COMMERCIAL RENTAL REAL ESTATE-MEMBER SINCE 1/28/03-PROPERTY MGMNT-8HR/WK.2)TAX & ACCTG PRAC-PARTNER SINCE 11/17/97-PARTNER PREPARING TAX RETS, ACCTG WRITE UP SVCS & FIN STMNTS-40HR/WK.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-05-25
S63	Uniform Securities Agent State Law Examination	1994-07-07

S65 Uniform Investment Adviser Law Examination

1999-05-25
S63 Uniform Securities Agent State Law Examination

1994-07-07

View on SEC IAPD