Kaylee Schmitt Henderson

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

• 04/2015 → 05/2018
  Roberts Wealth Management
  Biloxi, MS
• 05/2018 → 05/2019
  Hancock Whitney Bank
  Bay St. Louis, MS
• 05/2019 → 08/2022
  Hancock Whitney Investment Services, Inc.
  Picayune, MS
• 05/2019 → Present
  Hancock Whitney Bank
  Picayune, MS
• 08/2022 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 08/2022 → Present
  Cetera Investment Advisers Llc
  Picayune, MS

Previous Registrations

• 2020-03-03 → 2022-08-10
  Hancock Whitney Investment Services Inc.
  Picayune, MS
  New Orleans, LA
  Picayune, MS

Exams

• S66 Uniform Combined State Law Examination
  2020-03-02

Other Names

• Kaylee S Henderson
• Kaylee E Schmitt
• Kaylee E Piazza