Kraig A. Kobert
CETERA INVESTMENT ADVISERS
JACKSON, WY 83001
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CRD#: 1796254
Kraig Arthur KobertCETERA INVESTMENT ADVISERS
Professional summary
Kraig Arthur Kobert, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Jackson, Wyoming and CETERA WEALTH SERVICES, LLC located in Jackson, Wyoming.
Kraig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Kraig has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) TETON CENTENNIAL BUILDING INC POSITION: Treasurer/Comptroller NATURE: This entity doesn't do anything but merely exists as the General Partner of a Limited Partnership. It has a budget of $780 per year to file reports with the Secretary of State and a Tax Return for the IRS. It is there to limit liability of Broadway Centennial Building LP as the only General Partner. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/1992 ADDRESS: PO Box 3889, 610 W Broadway suite 101, Jackson WY 83001, United States DESCRIPTION: Keep books & records & report to directors & shareholders 2) Jackson Lodge #48 AF PO Box 11033 Jackson WY 83001 Nonprofit Treasurer/Comptroller 7/1/2016 2hrs~1hrs Keep and report on the books of the Lodge 3) The Masonic Foundation of Jackson Hole Inc PO Box 11033 Jackson WY 83002 Nonprofit Treasurer/Comptroller 7/1/2016 0hrs~0hrs Deposit contributions received 4) No Tengo Rancho, LLC PO Box 3889, 610 W Broadway Suite 104 Jackson WY 83001 Real Estate/Mortgage/Title Services/Appraisal Other 1/20/2005 1hrs~1hrs managing member and manager of commercial real estate. 5) Kraig Kobert, CPA, PC 610 W. Broadway, Suite 104 Jackson WY 83001 Tax Preparation/Accounting Tax Preparation/Accounting 10/1/1978 200hrs~120hrs Managing Partner, President & CPA 6) Jackson Hole Accounting Services Inc PO Box 3642, 610 W Broadway Suite 104 Jackson WY 83001 Accounting/Bookkeeping (No Tax Preparation) Secretary 1/1/2008 1hrs~1hrs Sign minutes & tax forms when necessary. 7) Silver Bullet, Inc PO Box 3889, 610 W Broadway Suite 101 Jackson WY 83001 Other President 1/20/2005 3hrs~0hrs owns and operates an aircraft - Cessna 182 8) Broadway Centennial Building 610 W Broadway, Suite 101 Jackson WY 83001 Rental Property Owner/Management Treasurer/Comptroller 1/20/2005 10hrs~10hrs Collect rent, pay bills, oversee repairs & maintenance, etc. 9) Centennial Properties Inc PO Box 3889, 610 W Broadway Suite 101 Jackson WY 83001 Rental Property Owner/Management Treasurer/Comptroller 6/1/1992 1hrs~1hrs Collect rent & pay bills, do accounting & tax returns. Report to directors/shareholders 10) KOBERT'S CONSULTING LLC POSITION: Managing Member NATURE: This is the entity through which I do all of my financial planning and consulting for same. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/07/2019 ADDRESS: 610 West Broadway, Suite 101, Jackson WY 83001, DESCRIPTION: I work approximately 50% of my day on average doing this type of work: Consulting, Investing for Client accounts, Financial Planning for clients, etc. 11) KOBERT'S CONSULTING LLC POSITION: Managing Member NATURE: This is the entity through which I do all of my financial planning and consulting for same. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/07/2019 ADDRESS: 610 West Broadway, Suite 101, Jackson WY 83001, United States DESCRIPTION: I work approximately 50% of my day on average doing this type of work: Consulting, Investing for Client accounts, Financial Planning for clients, etc. 12) SUBLETTE YORK RITE BODIES POSITION: Secretary/Recorder NATURE: Take minutes of meetings and collect but not deposit dues checks. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021 ADDRESS: PO Box 851, 281 King Street, Jackson WY 83001, United States DESCRIPTION: Clerical duties and no managerial authority. 13) TETON STORAGE CO LLC POSITION: Partner/General Partner NATURE: Accounting/Bookkeeping (No Tax Preparation) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/23/2013 ADDRESS: PO Box 3889, 610 W Broadway suite 101, Jackson WY 83001, United States DESCRIPTION: Managing Member
CRS (Client Relationship Summary) - RIA
Click below to view Kraig Arthur Kobert's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 610 West Broadway Ste 104, Jackson, WY 83001RIA
CRD#: 105644
JACKSON, WY
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 610 West Broadway Suite 101, Jackson, WY 83001BD
CRD#: 13572
Jackson, WY
Past
January 6, 2010 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Jackson, WY
Past
February 3, 1988 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Jackson, WY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/5/2025)
RR
California(3/10/2026)
RR
Colorado(9/5/2025)
RR
Florida(9/18/2025)
RR
Idaho(9/5/2025)
RR
Massachusetts(2/4/2026)
RR
Montana(9/5/2025)
RR
Oregon(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Utah(9/5/2025)
RR
Vermont(9/5/2025)
RR
Washington(9/5/2025)
RR
Wyoming(9/5/2025)
IAR
Wyoming(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Loading...
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Jackson, WY 83001TRUST BUT VERIFY
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