KI
Kyle H. Imholte
CETERA INVESTMENT ADVISERS LLC
BISMARCK, ND 58503
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CRD#: 5448950
KI
Professional summary
Kyle H. Imholte is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Bismarck, North Dakota and CETERA WEALTH SERVICES, LLC located in Fargo, North Dakota.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Kyle has worked at 6 firms and has passed the Series 66, SIE and Series 7 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) HAGA KOMMER, LTD; Tax & accounting professional; Haga Kommer is a CPA firm that provides accounting services, tax compliance, and consulting services. I am an employee of the firm and work with clients in these areas.; NIR; 80; 11/25/2020; 5195 45th Street S Fargo ND 58104; I am an employee of the firm and work with individual and business clients in the areas of accounting services, business consulting, tax preparation and planning. 2) IMHOLTE FINANCIAL, LLC POSITION: MANAGIN PARTNER NATURE: FINANCIAL SERVICES ENTITY- MARKETING & CLIENT SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 12/31/2009 ADDRESS: , Fargo ND , DESCRIPTION: null 3) HK WEALTH MANAGEMENT LLC POSITION: FINANCIAL ADVISOR NATURE: FINANCIAL SERVICES ENTITY- USED MARKETING & CLIENT SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 06/08/2021 ADDRESS: 5195 45th St S, Fargo ND 58104, DESCRIPTION: DUTIES RELATED TO FINANCIAL SERVICES ACTIVITIES OFFERED THROUGH AVANATAX.MANAGEMENT OF WEALTH MANAGEMENT TEAM AND OTHER RESPONSIBILITES AS A FINANCIAL ADVISOR
CRS (Client Relationship Summary) - RIA
Click below to view Kyle H. Imholte'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 840 43rd Ave Ne Suite 100, Bismarck, ND 58503Office #2: 5195 45th Street South, Fargo, ND 58104Office #4: 1116 Hwy 59 South, Detroit Lakes, MN 56501RIA
CRD#: 105644
BISMARCK, ND
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 5195 45th Street South, Fargo, ND 58104Office #2: 840 43rd Ave Ne Suite 100, Bismarck, ND 58503Office #3: 1116 Hwy 59 South, Detroit Lakes, MN 56501BD
CRD#: 13572
FARGO, ND
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
DETROIT LAKES, MN
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DETROIT LAKES, MN
Past
July 21, 2008 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
DETROIT LAKES, MN
Past
June 20, 2008 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
DETROIT LAKES, 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
Arizona(9/5/2025)
RR
Colorado(9/5/2025)
RR
Florida(9/5/2025)
RR
Minnesota(9/5/2025)
IAR
Minnesota(9/5/2025)
RR
Nevada(9/5/2025)
RR
North Dakota(9/5/2025)
IAR
North Dakota(9/5/2025)
RR
Ohio(9/19/2025)
RR
South Dakota(9/5/2025)
RR
Washington(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)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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Bismarck, ND 58503TRUST BUT VERIFY
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