Grace Brennan Kilpatrick

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

• 07/2015 → 09/2017
  Morgan Stanley
  San Diego, CA
• 09/2017 → 12/2022
  Morgan Stanley
  La Jolla, CA
• 05/2019 → 12/2022
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 12/2022 → 08/2023
  Securian Financial Services Inc.
  St. Paul, MN
• 12/2022 → Present
  North Star Resource Group
  San Diego, CA
• 08/2023 → Present
  Cetera Wealth Services, Llc
  San Diego, CA
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2025 → Present
  Clairemont Lutheran Church
  San Diego, CA

Previous Registrations

• 2023-01-06 → 2023-08-10
  Securian Financial Services, Inc.
  San Diego, CA
  St. Paul, MN
• 2011-09-21 → 2022-12-20
  Morgan Stanley
  Los Angeles, CA
  San Diego, CA
  San Diego, CA
  La Jolla, CA
  La Jolla, CA
• 2011-02-23 → 2011-09-19
  Wells Fargo Clearing Services, Llc
  San Diego, CA
  San Diego, CA

Other Businesses

1. NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE GROUP POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2023 ADDRESS: 2701 University Ave SE, Minneapolis MN 55414, United States DESCRIPTION: Offering clients group/employee benefits and fixed insurance options (with the exception of annuities) outside of the carriers that have selling arrangement with Securian Financial or MN Life Insurance Co; 2. NAME OF OTHER BUSINESS: FINSECA; INVESTMENT RELATED: NO; ADDRESS: 600 13TH ST NW, WASHINGTON, D.C. 20005; NATURE OF BUSINESS: BOARD; START DATE: 11/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SHARING BROAD BEST INDUSTRY PRACTICES FOR FINSECA'S WOMEN'S COMMUNITY BOARD OF ADVISORS; 3. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: CLAIREMONT LUTHERAN CHURCH, INVESTMENT RELATED: NO, ADDRESS: 4271 CLAIREMONT MESA BLVD, SAN DIEGO, CA 92117, NATURE OF BUSINESS: CHURCH, START DATE: 06/2025, POSITION/TITLE/RELATIONSHIP: SUNDAY SCHOOL COORDINATOR, APX NUMBER OF HOURS PER WEEK: 3, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: SUNDAY SCHOOL TEACHER EDUCATING ABOUT THE CHRISTIAN FAITH; 5. NAME OF OTHER BUSINESS: SUCCESSOR TRUSTEE FOR FAMILY FRIEND; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SUCCESSOR TRUSTEE FOR FAMILY FRIEND; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: SUCCESSOR TRUSTEE FOR FAMILY FRIEND; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SUCCESSOR TRUSTEE FOR FAMILY FRIEND;

Exams

• S66 Uniform Combined State Law Examination
  2011-02-22

Other Names

• Grace Torres Kilpatrick
• Grace Brennan Torres Kilpatrick