KS
Kyle P. Saltzman
CETERA INVESTMENT ADVISERS LLC
LAFAYETTE, LA 70508
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CRD#: 7641930
KS
Professional summary
Kyle Paul Saltzman, who also goes by Kyle P Saltzman, Kyle Saltzman, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Lafayette, Louisiana and CETERA WEALTH SERVICES, LLC located in Lafayette, Louisiana.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Kyle has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle P Saltzman | Kyle Saltzman
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) SALTZMAN BROTHERS, LLC POSITION: Member NATURE: LLC opened with my two brothers in 2016. The entity was created with the possibility of it owing real estate, however the entity has had no activities to date. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2016 ADDRESS: 207 Froeba Drive, Carencro LA 70520, United States DESCRIPTION: No duties as this is an inactive entity. 2) DARNALL, SIKES & FREDERICK CPA'S POSITION: Shareholder NATURE: I am a new Shareholder of the CPA beginning in 2022. I have been an employee of the firm since June 2002. The firm provides tax and financial statement auditing services to clients. I work primarily running financial statement audits in addition to performing tax planning and tax preparation services for firm clients. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/10/2002 ADDRESS: 2000 Kaliste Saloom Rd Ste 300, Lafayette LA 70508, United States DESCRIPTION: I have been an employee of the firm since June 2002. I work for the CPA firm providing audit, tax and consulting services to firm clients. I oversee various audit and tax projects and supervise staff firm. 3) DARNALL SIKES WEALTH PARTNERS LLC POSITION: Represenative NATURE: Working as a representative ofDARNALL SIKES WEALTH PARTNERS LLC? to aid in providing clients with wealth management services. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 12 START DATE: 01/30/2023 ADDRESS: 2000 Kaliste Saloom Rd Ste 300, Lafayette LA 70508, United States DESCRIPTION: Working as a representative of DARNALL SIKES WEALTH PARTNERS LLC? to aid in providing clients with wealth management services. 4) DSG&F REAL ESTATE INVESTMENTS, LLC POSITION: Member NATURE: The real estate entity only owns office buildings, with the buildings being rented/leased by various businesses including Darnall, Sikes & Frederick CPA firm. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 2000 Kaliste Saloom Rd Ste 300, Lafayette LA 70508, United States DESCRIPTION: No active participation in the operations of the LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Paul Saltzman'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: 2000 Kaliste Saloom Rd Ste 300, Lafayette, LA 70508RIA
CRD#: 105644
LAFAYETTE, LA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2000 Kaliste Saloom Rd Ste 300, Lafayette, LA 70508BD
CRD#: 13572
LAFAYETTE, LA
Past
January 30, 2023 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Lafayette, LA
Past
December 5, 2022 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
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
RR
Series 7TO
Date: 12/5/2022
General Securities Representative ExaminationGeneral 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#: 105644Lafayette, LA 70508TRUST BUT VERIFY
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