Kenneth R. Eckhardt

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

• 10/2009 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 04/2010 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) SHILOH CEMETERY ASSOCIATION, NON-INVESTMENT RELATED, 27958 SHILOH ROAD, HOPEDALE, IL, TREASURER, START DATE 1/1/2003, 10 HRS/YEAR: 2) NAME OF OTHER BUSINESS: CT SOLUTION / SONUS BENEFITS; INVESTMENT RELATED: YES; ADDRESS: SAME AS THE REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; POSITION/ TITLE/ RELATIONSHIP: INSURANCE AGENT ; START DATE: 06/2015; HOURS: LESS THAN 1 HOUR/WEEK DURING TRADING HOURS; DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 3) NAME OF OTHER BUSINESS: ORCHARD FINANCIAL GROUP INC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 06/2021 ; POSITION/TITLE/RELATIONSHIP: LEAD RESEARCH PERSON/ FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: LIASON FOR NEW PRODUCTS AND SERVICES OFFERED BY TEAM. SUPPORT OTHER ADVISORS IN THE OFFICE WITH VARIOUS CLIENT ACTIVITIES ;

Exams

• S66 Uniform Combined State Law Examination
  2010-05-01

Designations

• Certified Financial Planner