BK
Brad E. Kolder
CETERA INVESTMENT ADVISERS LLC
LAFAYETTE, LA, US, LA 70508
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CRD#: 6138126
BK
Professional summary
Brad Edward Kolder is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Lafayette, La, Us, Louisiana and CETERA WEALTH SERVICES, LLC located in Lafayette, Louisiana.
Brad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Brad 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) KCSC PROPERTIES, LLC POSITION: member NATURE: Real estate LLC, which owns the properties from which the accounting firm operates. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 10/22/2018 ADDRESS: 183 South Beadle Road, Lafayette LA 70508 DESCRIPTION: member 2) RSCK PROPERTIES, LLC POSITION: member NATURE: Real estate LLC, which owns the properties from which the accounting firm operates. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 10/22/2018 ADDRESS: 183 South Beadle Road, Lafayette LA 70508 DESCRIPTION: member 3) KOLDER, SLAVEN & COMPANY POSITION: Partner NATURE: Kolder, Slaven & Company is an accounting firm that provides audit, tax, and various business services. INVESTMENT RELATED: No NUMBER OF HOURS: 225 SECURITIES TRADING HOURS: 130 START DATE: 01/17/2011 ADDRESS: 185 South Beadle Road, Building 2, Lafayette LA 70508 DESCRIPTION: 1. Manage Firm2. Audit Services3. Tax Services4. Business Services5. Client/Talent Acquisition and Retention 4) KCS WEALTH ADVISORS, LLC DBA KORE FINANCIAL GROUP POSITION: EMPLOYEE NATURE: WEALTH ADVISORS INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 11/22/2023 ADDRESS: 185 South Beadle Road, Building 2, Lafayette LA 70508 DESCRIPTION: Referring agent.
CRS (Client Relationship Summary) - RIA
Click below to view Brad Edward Kolder'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: 185 South Beadle Road Building 2, Lafayette, La, Us, LA 70508Office #2: 1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096RIA
CRD#: 105644
LAFAYETTE, LA, US, LA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 185 South Beadle Road Building 2, Lafayette, LA 70508BD
CRD#: 13572
LAFAYETTE, LA
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
LAFAYETTE, LA
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
LAFAYETTE, LA
Past
December 3, 2012 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
LAFAYETTE, LA
Past
November 29, 2012 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
LAFAYETTE, LA
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
Louisiana(9/5/2025)
IAR
Louisiana(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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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Lafayette, La, Us, LA 70508TRUST BUT VERIFY
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