Kristin Anliker

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

• 04/2006 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 01/1999 → Present
  Michael Anliker Cpa
  Glen Allen, VA
• 09/2010 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2010 → Present
  Anliker Financial Management Llc
  Glen Allen, VA

Other Businesses

1) ANLIKER FINANCIAL MANAGEMENT LLC, DBA NAME FOR INVESTMENT PRACTICE - INV REL: 2) NAME OF OTHER BUSINESS: MICHAEL R ANLIKER CPA, PC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX AND ACCOUNTING ; START DATE: 04/2006 ; POSITION/TITLE/RELATIONSHIP: LICENSED ASSISTANT ; APX NUMBER OF HOURS PER WEEK: 40 DURING FEB - APRIL ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 DURING FEB - APRIL ; BRIEF DESCRIPTION OF DUTIES: ASSIST IN PREPARING TAX RETURNS FOR CPA FIRM ; 3) NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIAL SERVICES ; START DATE: 07/2020 POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: MINIMAL ; APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL ; BRIEF DESCRIPTION OF DUTIES: NOTARIZE PAPERWORK WHEN NECESSARY FOR FINANCIAL INVESTMENT CLIENTS ; 4) NAME OF OTHER BUSINESS: KASMAR LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE ; START DATE: 09/2021 ; POSITION/TITLE/RELATIONSHIP: MEMBER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: RECORD KEEPING ;

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-24
• S63 Uniform Securities Agent State Law Examination
  2006-06-29

Other Names

• Kristin Marie Scott