Kari Michelle Mcguire

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

• 09/2015 → 01/2018
  Thrivent Investment Management Inc
  Shakopee, MN
• 06/2016 → 01/2018
  Thrivent Financial
  Appleton, WI
• 01/2018 → 04/2020
  Cetera Advisor Networks
  El Segundo, CA
• 11/2017 → Present
  Ajw Financial
  Edina, MN
• 09/2021 → Present
  Divorce Financially
  Edina, MN
• 04/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-01-08 → 2020-04-24
  Cetera Wealth Services, Llc
  Edina, MN
• 2016-02-05 → 2017-11-16
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Shakopee, MN

Other Businesses

1. NAME OF OTHER BUSINESS: AJW FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DIVORCE PLANNING / MEDIATION; START DATE: 11/20174; POSITION/TITLE/RELATIONSHIP: DIVORCE PLANNER, MEDIATOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 35; BRIEF DESCRIPTION OF DUTIES: DIVORCE PLANNING AND FACILITATING MEDIATION; 2. NAME OF OTHER BUSINESS: DIVORCE FINANCIALLY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DIVORCE PLANNING / MEDIATION; START DATE: 09/2021; POSITION/TITLE/RELATIONSHIP: DIVORCE PLANNER, MEDIATOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 35; BRIEF DESCRIPTION OF DUTIES: DIVORCE PLANNING AND FACILITATING MEDIATION; 3. NAME OF OTHER BUSINESS: COLLABORATIVE LAW INSTITUTE OF MINNESOTA INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DIVORCE SERVICES; START DATE: 01/2018; POSITION/TITLE/RELATIONSHIP: SLIDING SCALE FEE COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: SCREENING POTENTIAL CLIENTS THAT APPLY FOR THE SLIDING SCALE FEE PROGRAM, WHICH PROVIDES DIVORCE SERVICES AT A MUCH-REDUCED HOURLY PROFESSIONAL RATE BASED ON NEED/INCOME. I WORK WITH A TEAM TO DETERMINE IF THE CLIENTS SHOULD BE APPROVED FOR THE PROGRAM OR DECLINED; 4. NAME OF OTHER BUSINESS: DAISY CAMP; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: NON-PROFIT; START DATE: 6/2024; POSITION/TITLE/RELATIONSHIP: ADMINSTRATOR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: BOOKKEEPING, MARKETING, TECH SUPPORT FOR NON-PROFIT; 5. NAME OF OTHER BUSINESS: COLLABORATIVE ALLIANCE INC DBA THE COLAB SUITES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXECUTIVE SUITE RENTALS; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: OFFICE MANAGER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: DAY TO DAY MANAGEMENT, MARKETING, BOOKKEEPING; 6. NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 11/2024 POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: 0.12 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0.12; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ;

Exams

• S66 Uniform Combined State Law Examination
  2016-02-04

Other Names

• Johnson Michelle Kari
• Bang Michelle Kari
• Borovsky Michelle Kari