Kenneth Ryan Yergen

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

• 06/2015 → 06/2019
  Usmc
  Camp Pendleton, CA
• 06/2019 → 09/2019
  Unemployed
  Spokane Valley, WA
• 09/2019 → 04/2022
  Full-Time Education
  Cheney, WA
• 04/2022 → 02/2023
  Unemployed
  Spokane Valley, WA
• 02/2023 → 10/2023
  Charles Schwab & Co., Inc.
  Austin, TX
• 10/2023 → 08/2024
  Unemployed
  Austin, TX
• 08/2024 → Present
  A+ Federal Credit Union
  Buda, TX
• 08/2024 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 08/2024 → Present
  Cetera Investment Advisers Llc
  Buda, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-03-25
• S63 Uniform Securities Agent State Law Examination
  2023-07-24

Other Names

• Ryan Yergen