Kimberly Joanne Crichton Enders

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

• 08/2015 → 09/2019
  Summit Brokerage Services
  Utica, MI
• 07/2016 → 05/2021
  Summit Financial Group Inc
  Utica, MI
• 10/2015 → 06/2020
  Cetera Investment Advisers Llc
  Utica, MI
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2026 → Present
  The Enders Educational Institute Of Tax & Professional Finance
  Sterling Heights, MI

Previous Registrations

• 2016-07-18 → 2021-05-20
  Summit Financial Group Inc
  Utica, MI
  Sterling Heights, MI
• 2015-10-14 → 2020-06-11
  Cetera Investment Advisers Llc
  Utica, MI
  Sterling Heights, MI
• 2010-05-26 → 2015-11-13
  J P Turner & Company Capital Management, Llc
  Utica, MI

Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 4/2023; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, FIXED ANNUITIES, & LONG-TERM CARE; (2) - - ENDERS WEALTH MANAGEMENT; SINCE 10/01/2015; SAME ADDRESS AS BRANCH; CO-OWNER; this is the DBA for our financial planning practice; 160 HOURS SPENT ON ACTIVITY PER MONTH, 160 HOURS SPENT ON ACTIVITY PER MONTH DURING TRADING HOURS; 3) NAME OF OTHER BUSINESS: KIMBERLY J. C. ENDERS, PUBLIC SPEAKER; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: PUBLIC SPEAKING; START DATE: 1/2019; POSITION/TITLE/RELATIONSHIP: OWNER/PUBLIC SPEAKER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: MOTIVATIONAL SPEAKING & SALES TRAINING - GENERATE NEW RELATIONSHIPS & DELIVER PUBLIC SPEAKING; 4) NAME OF OTHER BUSINESS: KIMBERLY ENDERS DBA THE ENDERS EDUCATIONAL INSTITUTE OF TAX AND PERSONAL FINANCE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL EDUCATION SERVICES; START DATE: 04/2026; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: BUILD AND DELIVER EDUCATIONAL CURRICULUM IN ALL AREAS OF PERSONAL FINANCE;

Exams

• S66 Uniform Combined State Law Examination
  2010-04-01
• S63 Uniform Securities Agent State Law Examination
  1995-08-17

Designations

• Certified Financial Planner

Other Names

• Kimberly Joanne Crichton
• Kimberly Enders
• Kim Enders