Kristopher R. Beaulieu
CETERA INVESTMENT ADVISERS LLC
Fort Worth, TX 76110
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CRD#: 4490090
Professional summary
Kristopher Ryan Beaulieu, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Fort Worth, Texas and CETERA WEALTH SERVICES, LLC located in El Segundo, California.
Kristopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Kristopher has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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. NAME OF OTHER BUSINESS: CLARITY FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAADVISORY SERVICES START DATE: 10/2004 POSITION/TITLE/RELATIONSHIP: PRINCIPAL OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURTRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ACT AS SENIOR FINANCIAL PLANNER WITH DUTIES OF MANAGING CLIENT'S ASSETS, AND RELATIONSHIPS. 2. NOTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXINSURANCE START DATE: 03/2021 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRAHOURS: 0 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: TEXAS CIVIL RIGHTS PROJECT INVESTMENT RELATADDRESS: AUSTIN, TX NATURE OF BUSINESS: ELECTED BOARD MEMBER START DATE: 12/2022 POSITION/TITLE/RELATIONSHIP: FINANCE CHAIR APX NUMBER OF HOWEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: HELP APPROVE THE BUDGET FOR THE ORGANIZATION AND HELPLEADERSHIP FOCUS ON ORGANIZATION. 4. NAME OF OTHER BUSINESS: ALB PARK PLACE LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATIONATURE OF BUSINESS: REAL ESTATE START DATE: 06/2022 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNER OF COMMERCIAL PROPERTY MY JOB TO MAKE SURE THE BUILDING IS FUNTIONING WELL FOR THE TEN
CRS (Client Relationship Summary) - RIA
Click below to view Kristopher Ryan Beaulieu'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: 2015
Experience
Current
October 29, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1622 Park Place Blvd, Fort Worth, TX 76110RIA
CRD#: 105644
Fort Worth, TX
Current
October 28, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2301 Rosecrans Ave #5100, El Segundo, CA 90245BD
CRD#: 13572
El Segundo, CA
Past
June 14, 2024 - October 30, 2025
OSAIC WEALTH, INC.
RIA
CRD#: 23131
FORT WORTH, TX
Past
June 14, 2024 - October 30, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
FORT WORTH, TX
Past
April 27, 2015 - June 14, 2024
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
FORT WORTH, TX
Past
April 27, 2015 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
FORT WORTH, TX
Past
June 23, 2011 - April 27, 2015
WFG ADVISORS, LP
RIA
CRD#: 125073
FORT WORTH, TX
Past
June 23, 2011 - April 27, 2015
WFG INVESTMENTS, INC.
BD
CRD#: 22704
FORT WORTH, TX
Past
August 19, 2005 - June 29, 2011
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
FORT WORTH, TX
Past
October 1, 2004 - June 29, 2011
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
FORT WORTH, TX
Past
January 21, 2002 - October 5, 2004
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
EDISON, NJ
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
Colorado(10/29/2025)
RR
Florida(10/29/2025)
RR
Massachusetts(10/29/2025)
RR
Minnesota(10/31/2025)
RR
Missouri(10/28/2025)
RR
Nevada(10/30/2025)
RR
North Carolina(10/31/2025)
RR
Oklahoma(10/29/2025)
RR
Texas(10/29/2025)
IAR
Texas(10/29/2025)
RR
Utah(10/29/2025)
RR
Virginia(11/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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)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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
