Kevin James Kubicek

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

• 01/2014 → Present
  Anthony Kubicek, Cpa Pc
  Southeastern, PA
• 08/2016 → 03/2017
  St. Clair Cpa Solutions
  Conshohocken, PA
• 03/2024 → 09/2025
  Avantax Advisory Services
  Southeastern, PA
• 06/2024 → Present
  Kubicek Financial Services Llc
  Berwyn, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-04-26 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Southeastern, PA

Other Businesses

1)ANTHONY KUBICEK, CPA PC POSITION: Accountant NATURE: I am employed by Anthony Kubicek CPA PC which is a public accounting practice. Clients range from individuals to medium sized companies. We offer tax preparation, tax planning, and auditing. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2014 ADDRESS: 1000 W. Valley Road, P.O. Box 966, Southeastern PA 19406, United States DESCRIPTION: My primarily responsibilities include tax return preparation, drafting of financial statements and associated footnotes, analysis of clients financial position and assisting in the completion of audits and reviews. 2) KUBICEK FINANCIAL SERVICES LLC POSITION: Owner NATURE: I provide advisory and wealth management services under a fee based compensation structure. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/24/2024 ADDRESS: 579 Coldstream Dr., Berwyn PA 19312, United States DESCRIPTION: Duties include: marketing, client relationship management, administrative tasks, advisory advice, and conception/implementation of the firm's overall business plan.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-26

Other Names

• Kevin Kubicek
• Kevin J Kubicek