KC
Kate K. Cihon
AMERITAS ADVISORY SERVICES
Denver, CO 80210
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CRD#: 5649040
KC
Professional summary
Kate Kilgore Cihon, who also goes by Kate Leann Cihon, Kate Leanne Kilgore, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Denver, Colorado and AMERITAS INVESTMENT COMPANY, LLC located in Colorado Springs, Colorado.
Kate is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Kate has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kate Leann Cihon | Kate Leanne Kilgore
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.
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; *RANDY R. KILGORE & COMPANY; SAME AS BRANCH; INV REL; FOCUSES ON THE DESIGN OF EMPLOYEE BENEFIT PACKAGES AND PERSONAL LIFE INSURANCE, RETIREMENT PLANNING AND INVESTMENT STRATEGIES; VICE PRESIDENT; START DATE=03/2009; HRS/MO=160; TRADING HRS/MO=100; MY FATHER AND I FORMED A PARTNERSHIP-THIS IS HIS SUCCESSION PLAN; *UNITED WEALTH ADVISORS GROUP, LLC (UWAG); SAME AS BRANCH; INV REL; AFFILIATE OF UWAG BY WAY OF ULC FINANCIAL; AGENT AFFILIATE IN COLORADO; START DATE=03/2017; HRS/MO=15; TRADING HRS/MO=15; USING ADDITIONAL UWAG RESOURCES; *Kilgore Cihon Advisor Group; 312 S Weber St Ste 230, Colorado Springs CO 80903; inv rel; life insurance, investments and health insurance; Vice President; start date=02/2009; hrs/mo=120; trading hrs/mo=120; manage and oversee firm operations, sale of health insurance to businesses and individuals, 401(k) advisory services, life/health/disability insurance for individuals, investment services; * NAIFA; 2901 Telestar Ct, Falls Church VA 22042; inv rel; largest professional association dedicated to the protection and advancement of insurance and financial advisors nationwide; President Elect; start date=01/2016; hrs/mo=8; trading hrs/mo=8; helping lead the local NAIFA-CO chapter
CRS (Client Relationship Summary) - RIA
Click below to view Kate Kilgore Cihon'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
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 1221 S Clarkson St Suite 302, Denver, CO 80210Office #2: 312 S Weber St Ste 230, Colorado Springs, CO 80903RIA
CRD#: 317245
Denver, CO
Current
January 2, 2013 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 312 S Weber St Ste 230, Colorado Springs, CO 80903Office #2: 1221 S Clarkson St Suite 302, Denver, CO 80210BD
CRD#: 14869
COLORADO SPRINGS, CO
Past
January 10, 2013 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
DENVER, CO
Past
July 2, 2010 - January 3, 2013
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
COLORADO SPRINGS, CO
Past
April 22, 2009 - January 3, 2013
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
COLORADO SPRINGS, CO
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".
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 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(1/2/2013)
RR
Colorado(1/2/2013)
IAR
Colorado(11/1/2021)
RR
Montana(10/9/2020)
RR
New Mexico(2/1/2022)
RR
New York(1/2/2013)
RR
Oklahoma(2/25/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
560
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 41,501 |
| AUM (Assets Under Management) | $ 11,506,548,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 07/23/2024 | ||
| 07/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
