Kyler Krieg
Professional summary
Kyler Krieg, who also goes by Kyler Wescott Krieg, is a registered financial professional currently at CETERA WEALTH SERVICES, LLC located in Saline, Michigan.
Kyler is registered as a RR (Registered Representative) and started their career in finance in 2015. Kyler has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kyler Krieg's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 30, 2026 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 511 E Michigan Ave, Saline, MI 48176June 10, 2025 - April 9, 2026
B.O.S.S. RETIREMENT ADVISORS, LLC
May 6, 2024 - October 29, 2024
THRIVENT INVESTMENT MANAGEMENT INC.
May 6, 2024 - October 29, 2024
THRIVENT INVESTMENT MANAGEMENT INC.
September 6, 2023 - April 25, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
August 30, 2023 - April 25, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
October 4, 2021 - April 19, 2023
J.P. MORGAN SECURITIES LLC
October 4, 2021 - April 19, 2023
J.P. MORGAN SECURITIES LLC
November 14, 2018 - September 2, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 13, 2018 - September 2, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 26, 2017 - November 24, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
October 26, 2017 - November 24, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
April 25, 2016 - November 29, 2016
TD AMERITRADE, INC.
April 25, 2016 - November 29, 2016
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
April 5, 2016 - November 29, 2016
TD AMERITRADE, INC.
December 18, 2015 - January 26, 2016
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
What does exam status mean?
Series 6
Passed: 12/18/2015
FINRA
Current Firm
CETERA WEALTH SERVICES, LLC
CRD#: 13572 / SEC#: 801-47342, 8-29577
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CETERA FINANCIAL GROUP, INC. | SOLE MEMBER | |
| ARNOLD, SUMMER SELTZER | VICE PRESIDENT | 2954103 |
| BUCHHEISTER, JEFFREY ROBERT | CHIEF FINANCIAL OFFICER | 4709900 |
| BUDEVICH, SERGE | VICE PRESIDENT AND TAX OFFICER | 7996345 |
| BURKOTT, DANIEL PAUL | BROKER DEALER CO-CHIEF COMPLIANCE OFFICER | 4710068 |
| COAXUM, KOFI SULE | VICE PRESIDENT | 5150018 |
| DOWELL, RODNEY CAMMERON | PRINCIPAL FINANCIAL OFFICER AND VICE PRESIDENT | 7376607 |
| GOK, LISA ANNE | SECRETARY | 5059738 |
| HALLORAN, THOMAS WILLIAM | VICE PRESIDENT | 1921834 |
| HOLWEGER, KIMBERLEY | CHIEF OPERATING OFFICER AND PRINCIPAL OPERATIONS OFFICER | 1572778 |
| LEE, WINNIE AI-LING | ASSISTANT SECRETARY | 7381661 |
| MACKAY, TODD CHRISTOPHER | CHIEF EXECUTIVE OFFICER | 2799860 |
| MCCALLOP, PATRICIA RUTHERFORD | BROKER DEALER CO-CHIEF COMPLIANCE OFFICER | 5059176 |
| MIZUGUCHI, MAURA | CHIEF ACCOUNTING OFFICER AND TREASURER | 5769181 |
| MOLNAR, MICHAEL JAMES | VICE PRESIDENT | 4866129 |
| NEARY, JOSEPH DANIEL | MANAGER AND VICE PRESIDENT | 2993505 |
| NILAND, ERIK BRADLEY | VICE PRESIDENT | 2796476 |
| OBRIEN, EDWARD D | MANAGER | 2239064 |
| PATTERSON, GERALD | VICE PRESIDENT | 4302538 |
| RAMOS, RAMON | MONEY LAUNDERING REPORTING OFFICER | 2160203 |
| SMILEY, STANLEY ROBERT | VICE PRESIDENT | 3004604 |
| STINSON, TIMOTHY EARL MCCOY | PRESIDENT AND MANAGER | 2272183 |
| STONE, TIMOTHY PATRICK | VICE PRESIDENT | 3038963 |
| VAN HAVERMAAT, DAVID JAMES | ASSISTANT SECRETARY | 7042846 |
| WATTS, ANDREW DAVID | VICE PRESIDENT | 4780880 |
| WENIG, HARLAN DAVID | VICE PRESIDENT | 4690768 |
Regulatory assets under management
| Total Number of Accounts | 192,956 |
| AUM (Assets Under Management) | $ 46,651,447,975 |
Disclosures
| Regulatory Event | 20 |
| Civil Event | 2 |
| Arbitration | 15 |
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 WEALTH SERVICES, LLC
CRD#: 13572Saline, MI 48176TRUST BUT VERIFY
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