Kimberly Dawn Clark

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

• 12/2013 → 10/2019
  Waddell & Reed Inc
  Evergreen Park, IL
• 01/2014 → 10/2019
  Various Insurance Carriers For W&R Insurance Agencies
  Chicago, IL
• 01/2015 → 03/2017
  South Chicago Chamber Of Commerce
  Chicago, IL
• 01/2015 → 10/2016
  Center For Economic Progress
  Chicago, IL
• 11/2016 → 10/2019
  St Ignatius College Prep
  Chicago, IL
• 02/2017 → 10/2019
  Deborah Chinnapillai
  Evergreen Park, IL
• 11/2016 → Present
  South Chicago Parents & Friends, Inc
  Chicago, IL
• 11/2016 → Present
  Literacy Works
  Chicago, IL
• 08/2019 → Present
  Delta Sigma Theta Sorority, Inc
  Chicago, IL
• 10/2019 → Present
  First Merchants Investment Services
  Munster, IN
• 10/2019 → Present
  Cetera Investment Services
  St Cloud, MN
• 10/2019 → Present
  Cetera Investment Advisers Llc
  Munster, IN

Previous Registrations

• 2014-04-03 → 2019-10-24
  Waddell & Reed
  Lisle, IL
  Evergreen Park, IL
  Chicago, IL
  Savage, MN

Other Businesses

1) SOUTH CHICAGO PARENTS & FRIENDS, INC, BOARD MEMBER 1HR/WK 2) DELTA SIGMA THETA SORORITY, INC, COMMITTEE CO-CHAIR 10-20HRS/WK

Exams

• S66 Uniform Combined State Law Examination
  2014-04-03