Karla E Thompson

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

• 10/2013 → 07/2017
  Independent Financial Group Llc
  San Diego, CA
• 08/2018 → 07/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2017 → 04/2018
  Niagara International Capital Limited
  San Diego, CA
• 01/2018 → 08/2018
  Chalice Wealth Advisors
  San Diego, CA
• 04/2018 → 08/2018
  Chalice Capital Partners, Llc
  San Diego, CA
• 09/2025 → Present
  Cetera Advisors Llc
  Greenwood Village, CA

Previous Registrations

• 2018-08-08 → 2025-07-07
  Cuso Financial Services, L.P.
  San Diego, CA
  San Diego, CA
• 2018-01-16 → 2018-08-06
  Kingswood Wealth Advisors, Llc
  San Diego, CA
• 2015-04-28 → 2017-07-03
  Independent Financial Group, Llc
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2015-04-23
• S63 Uniform Securities Agent State Law Examination
  2012-11-09

Other Names

• Karla Villela
• Karla Eloisa Abiodun
• Karla Eloisa Abiodun
• Karla Eloisa Thompson