KS
Kaci L. Skidgel
CETERA INVESTMENT ADVISERS LLC
TULSA, OK 74119
Some features on this profile are disabled
CRD#: 5287813
KS
Professional summary
Kaci Leigh Skidgel, AIF®, who also goes by Kaci Leigh Dinsmore, Kaie L Dinsmore, Kaci Leigh Young, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Tulsa, Oklahoma and CETERA WEALTH SERVICES, LLC located in Dallas, Texas.
Kaci is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Kaci has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kaci Leigh Dinsmore | Kaie L Dinsmore | Kaci Leigh Young
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. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 02/2009, <1HR/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 2. YPO - YOUNG PRESIDENTS ORGANIZATION; INVESTMENT RELATED: NO; ADDRESS: N/A - DIFFERS FROM CHAPTER TO CHAPTER: EXECUTIVE NETWORKING GROUP; START DATE: 09/2017;: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 5; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 5; ORGANIZATIONAL PLANNING, DELEGATING COMMITTEES, RECRUITMENT, DEVELOP PROGRAMMING; 3. DBA SUMMIT FINANCIAL GROUP, INC. INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE AND FINANCIAL SERVICES STARTED 01/2017, PRESIDENT OF RETIREMENT PLANS , APX HOURS PER WEEK: 60 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF SALES, SERVICE, AND SUPERVISING EMPLOYEES OF THE CORPORATE RETIREMENT PLANS. 4. SUMMIT FINANCIAL GROUP, INVESTMENT RELATED: YES, ADDRESS SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: LEGAL ENTITY START 4/2017, BRIEF DESCRIPTION OF DUTIES: LEGAL ENTITY THAT PAYS SALARY'S FOR SUMMIT. 5. DBA SUMMIT CONSOLIDATED GROUP, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION, HOLDING COMPANY, START DATE: 1989 APX NUMBER OF HOURS PER WEEK: N/A APX NUMBER OF HOURS DURING TRADING HOURS: N/A, LISTED ON WEBSITE; 6. GOODWILL INDUSTRIES OF TULSA INVESTMENT RELATED: NO ADDRESS: 2800 SW BLVD, TULSA, OK 74107 , NON-PROFIT START DATE: 05/2018 ,BOARD MEMBER LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, UNPAID BOARD MEMBER; 7. RETIREMENT ADVISOR COUNCIL; INVESTMENT RELATED: NO; ADDRESS: 61 RAINBOW ROAD, EAST GRANBY, CT 06026; NATIONAL ORGANIZATION; START DATE: 01/2019; COUNCIL MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; WORKING WITH OTHERS RETIREMENT PLAN ADVISORS TO UNDERTAKE INITIATIVES IN RESEARCH, PUBLIC RELATIONS, EDUCATION, REGULATIONS AND PRACTICE MANAGEMENT; 8. IRONHORSE FINANCIAL GROUP; INVESTMENT RELATED: NO; ADDRESS: 1215 W OKMULGEE AVE MUSKOGEE, OK 74401; BOARD MEMBER; START DATE: 05/2023; BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES: SERVING ON HOLDING COMPANY BOARD AND AUDIT COMMITTEE AT HOLDING COMPANY LEVEL; 9. TULSA REGIONAL CHAMBER; INVESTMENT RELATED: NO; ADDRESS: 1 W. 3RD ST, TULSA, OK 74103; CHAMBER OF COMMERCE; START DATE: 9/2023;: BOARD OF DIRECTOR; APX # OF HRS/WK & DUR TRD HRS: 0.5; DUTIES: SERVING ON A BOARD TO ASSIST IN MAKING DECISIONS IN BENEFIT OF THE CITY OF TULSA; 10. NAME OF OTHER BUSINESS: FOLDS OF HONOR, INVESTMENT RELATED: NO, ADDRESS: 5971 N PATRIOT DRIVE, OWASSO, OK 74055, NATURE OF BUSINESS: NON-PROFIT, START DATE: 12/2024, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS: 11. NAME OF OTHER BUSINESS: SUMMIT CAPITAL VENTURES, INC; INVESTMENT RELATED: NO; ADDRESS: 5420 LBJ FREEWAY, STE 1940, DALLAS, TX 75240; NATURE OF BUSINESS: HOLDING COMPANY; START: 10/2024; TITLE: OWNER; APX # OF HRS/WK & DUR TRD HRS: 1; DUTIES: CREATED TO HOLD PERSONAL INVESTMENTS;
CRS (Client Relationship Summary) - RIA
Click below to view Kaci Leigh Skidgel'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®
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1350 S Boulder Ave Ste 300, Tulsa, OK 74119Office #2: 5420 Lbj Freeway Ste 1940, Dallas, TX 75240RIA
CRD#: 105644
TULSA, OK
Current
September 3, 2013 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 5420 Lbj Freeway Ste 1940, Dallas, TX 75240Office #2: 1350 S Boulder Ave Ste 300, Tulsa, OK 74119BD
CRD#: 13572
Dallas, TX
Past
September 3, 2013 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
TULSA, OK
Past
January 10, 2013 - September 3, 2013
WALNUT STREET SECURITIES, INC.
RIA
CRD#: 15840
TULSA, OK
Past
February 13, 2007 - September 3, 2013
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
TULSA, OK
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
California(9/3/2013)
RR
Colorado(1/2/2019)
RR
Connecticut(9/3/2013)
RR
Idaho(2/3/2023)
RR
Illinois(1/2/2025)
RR
Louisiana(4/6/2015)
RR
Massachusetts(9/3/2013)
RR
Missouri(1/22/2024)
RR
Nevada(3/6/2025)
RR
Ohio(9/18/2025)
RR
Oklahoma(9/3/2013)
IAR
Oklahoma(6/29/2023)
RR
South Carolina(9/3/2013)
RR
Tennessee(2/14/2017)
RR
Texas(9/3/2013)
IAR
Texas(6/29/2023)
RR
Virginia(9/8/2020)
RR
Washington(1/6/2020)
RR
Wisconsin(1/2/2025)
Exams
State Security Law Exam
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)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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Tulsa, OK 74119TRUST BUT VERIFY
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