Annie Grace Fruge

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

• 03/2014 → Present
  Kolder, Champagne, Slaven & Co.
  Lafayette, LA
• 04/2014 → 10/2019
  1St Global Capital Corp.
  Ville Platte, LA
• 04/2014 → 10/2019
  1St Global Advisors, Inc.
  Ville Platte, LA
• 12/2016 → 09/2025
  Avantax Insurance Services, Inc.
  Ville Platte, LA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Ville Platte, LA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Ville Platte, LA
• 10/2014 → Present
  Kcs Wealth Advisors, Llc Dba Kore Financial Group
  Ville Platte, LA
• 08/2024 → Present
  Indexed Annuities
  Ville Platte, LA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Ville Platte, LA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2014 → Present
  Kolder, Slaven, & Company
  Ville Platte, LA

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Alexandria, LA
• 2014-09-04 → 2019-10-25
  1St Global Advisors Inc
  Lafayette, LA
  Ville Platte, LA

Other Businesses

1) VILLE PLATTE ROTARY CLUB POSITION: Member NATURE: member of rotary club INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2018 ADDRESS: 102 West Main St., Ville Platte LA 70586, United States DESCRIPTION: attend weekly meetings, volunteer for community service projects 2) KCS WEALTH ADVISORS, LLC DBA KORE FINANCIAL GROUP POSITION: Financial Advisor NATURE: Wealth Management Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2014 ADDRESS: 434 E. Main Street, Ville Platte LA 70586, United States DESCRIPTION: Suggests and render financial services to clients based on their financial situation and goals, and review with the clients on a regular basis. 3) KCS WEALTH ADVISORS; licensed wealth management assistant/financial advisor; wealth advisors; IR; 160; 10/02/2014; 185 S. Beadle Rd. Building 2 Lafayette LA 70508; Assistant to advisors; 4) NAME OF OTHER BUSINESS: KOLDER, SLAVEN, & COMPANY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ACCOUNTING; START DATE: 3/2014; POSITION/TITLE/RELATIONSHIP: ACCOUNTING PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: CPA FIRM;

Exams

• S66 Uniform Combined State Law Examination
  2014-09-04

Other Names

• Annie Grace Slaven