Kelly Monroe Anderson

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

• 09/2009 → Present
  Kelly Anderson - Investment Property
  Richfield, MN
• 04/2013 → Present
  Cetera Investment Services Llc
  St. Cloud, MN
• 04/2013 → 09/2024
  Home Federal Savings Bank
  Rochester, MN
• 01/2014 → Present
  Cetera Investment Advisers Llc
  Rochester, MN

Previous Registrations

• 2012-04-09 → 2013-04-19
  Associated Investment Services, Inc.
  Rochester, MN
  West St. Paul, MN
  Eagan, MN
  Red Wing, MN
  Woodbury, MN

Other Businesses

1) WO RE LLC, REAL ESTATE HOLDING COMPANY, OWN AND MANAGE INVESTMENT REAL ESTATE, 50% OWNER; 2) SECRETARY AND BOARD MEMBER FOR ROCHESTER 700 SERTOMA CLUB, 5/HRS/WK 3) EVERGREEN FINANCIAL PARTNERS; DBA FOR CETERA BUSINESS 4) OWNER AND PRESIDENT OF W&O LLC AND MONROE INVESTMENTS LLC; HOLDS LAND FOR INVESTMENT PURPOSES 5) POWER OF ATTORNEY FOR PARENTS (JEANNE & KURT ANDERSON)

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-19
• S63 Uniform Securities Agent State Law Examination
  2006-04-27

Designations

• Certified Financial Planner