Kelly Jo Wian

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

• 03/2008 → 06/2025
  First National Bank Of Pa
  State College, PA
• 02/2014 → 06/2025
  Cetera Investment Services Llc
  St.CLoud, MN
• 07/2016 → 06/2025
  Cetera Investment Advisors Llc
  State College, PA
• 07/2025 → 11/2025
  United Methodist Church
  State College, PA
• 12/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 12/2025 → Present
  Cetera Investment Advisers Llc
  State Cllege, PA
• 11/2025 → Present
  First National Bank Of Pa
  State College, PA

Previous Registrations

• 2016-07-11 → 2025-06-26
  Cetera Investment Advisers Llc
  State College, PA

Other Businesses

UNITED METHODIST CHURCH, 1200 HAYMAKER RD, STATE COLLEGE, PA 16801, RELIGIOUS/NON-INVESTMENT RELATED, OCCASIONAL LAY SPEAKER, LEAD WORSHIP/PREACH, 5 HR/MONTH (AFTER HOURS), START 2025

Exams

• S66 Uniform Combined State Law Examination
  2016-07-07
• S63 Uniform Securities Agent State Law Examination
  2005-01-04

Other Names

• Kelly Jo Confer
• Kelly Jo Pawling
• Kelly Jo Smith
• Kelly Jo Smith
• Kelly Jo Wain
• Kelly Jo Wian