KZ
Kjirsten G. Zellmer
CETERA INVESTMENT ADVISERS LLC
ST PAUL, MN 55101
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CRD#: 4356568
KZ
Professional summary
Kjirsten Gareth Zellmer, who also goes by Kjirsten Gareth Zellmer, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in St Paul, Minnesota and CETERA WEALTH SERVICES, LLC located in Saint Paul, Minnesota.
Kjirsten is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Kjirsten has worked at 7 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 27 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kjirsten Gareth Zellmer
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.
PRESIDENT, SECURIAN TRUST COMPANY, N.A. POSITION: Director NATURE: Affiliated bank and trust company INVESTMENT RELATED: Yes NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 400 Robert Street North, Saint Paul MN 55101, United States DESCRIPTION: I am President of the affiliated Trust Company to Securian Financial Services. DIRECTOR, GTCYS BOARD POSITION: Director NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 12/05/2022 ADDRESS: 408 St Peter St, Saint Paul MN 55102, United States DESCRIPTION: I am serving as a director of a non-profit board supporting youth musical education.
CRS (Client Relationship Summary) - RIA
Click below to view Kjirsten Gareth Zellmer'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®
NoneExperience
Current
August 10, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 400 Robert St N Ste 800, St Paul, MN 55101RIA
CRD#: 105644
ST PAUL, MN
Current
August 10, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 400 Robert Street North Suite 800, Saint Paul, MN 55101BD
CRD#: 13572
Saint Paul, MN
Current
March 27, 2025 - Present
CETERA INVESTMENT SERVICES LLC
Office #1: 400 Robert Street North Suite 800, Saint Paul, MN 55101BD
CRD#: 15340
Saint Paul, MN
Current
March 27, 2025 - Present
CETERA FINANCIAL SPECIALISTS LLC
Office #1: 400 Robert Street North Suite 800, Saint Paul, MN 55101BD
CRD#: 10358
Saint Paul, MN
Current
March 27, 2025 - Present
CETERA ADVISORS LLC
Office #1: 400 Robert Street North Suite 800, Saint Paul, MN 55101BD
CRD#: 10299
Saint Paul, MN
Past
January 16, 2014 - November 8, 2021
CRI SECURITIES, LLC
RIA
CRD#: 22589
ST PAUL, MN
Past
January 16, 2014 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
ST PAUL, MN
Past
March 15, 2007 - November 8, 2021
CRI SECURITIES, LLC
BD
CRD#: 22589
ST PAUL, MN
Past
March 18, 2004 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST PAUL, MN
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
Minnesota(8/10/2023)
IAR
Minnesota(8/10/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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)Upgrade to AdvisorCheck Premium
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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 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644St Paul, MN 55101TRUST BUT VERIFY
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