Kyle Ozema Mclaughlin

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

• 06/2023 → 08/2023
  Minnesota Life Insurance Company
  St. Paul, MN
• 06/2023 → 08/2023
  Securian Financial Services Inc.
  St. Paul, MN
• 06/2023 → Present
  Compass Capital Management
  Metarie, LA
• 01/2018 → Present
  Titan Lighting Company
  Covington, LA
• 05/2017 → 07/2019
  Lanaux Land Development
  Covington, LA
• 05/2013 → 03/2017
  Fleur De Lis Event Center
  Mandeville, LA
• 08/2023 → 07/2024
  Cetera Advisor Networks Llc
  Metairie, LA
• 09/2023 → Present
  Cetera Investment Advisers Llc
  Covington, LA
• 07/2024 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 07/2024 → Present
  Hancock Whitney Bank
  Covington, LA

Previous Registrations

• 2023-09-19 → 2024-07-22
  Cetera Investment Advisers Llc
  Metairie, LA

Other Businesses

1. OWNER OF DIAMOND LIGHTING COMPANY LLC; RENT LIGHTS TO MOVIE PRODUCTS

Exams

• S66 Uniform Combined State Law Examination
  2023-09-16

Other Names

• Kyle Mclaughlin