KW
Kyle B. Williams
CETERA INVESTMENT ADVISERS LLC
BELLEVILLE, IL 62223
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CRD#: 7936597
KW
Professional summary
Kyle Bruce Williams is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Belleville, Illinois and CETERA WEALTH SERVICES, LLC located in Belleville, Illinois.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Kyle has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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) CEC FINANCIAL GROUP PC POSITION: Senior Tax Manager NATURE: Certified Public Accounting Firm, specializing in tax.Provide tax compliance and consulting services to individuals, partnerships, trusts, not-for-profits and corporations in a variety of industries?.Prepare and review financial statements, ensuring compliance with GAAP and other relevant regulations?. NO AUDIT/REVIEWS performed.?Business Accounting services which may includegeneral journal maintenance, bank reconciliations, payroll processing, payables and receivables processing and account analysis.?? INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/15/2024 ADDRESS: 2810 Frank Scott Parkway West, Ste. 704, Belleville IL 62223, United States DESCRIPTION: Provide tax compliance and consulting services to individuals, partnerships, trusts, not-for-profits and corporations in a variety of industriesReview complex returns of individuals, corporations, partnerships, estates and trusts??Assisting tax-exempt organizations with filing Form 990?Prepare and review financial statements, ensuring compliance with GAAP and other relevant regulations?. NO AUDIT/REVIEWS performed.Provide various levels of payroll support to small and medium size business clients?? 2)Seven Summits Consulting, LLC; Member; This entity�previously provided bookkeeping services and tax work. Prior to joining Centene, I had to stop providing bookkeeping and tax services to clients. However, I continue to provide QuickBooks online subscriptions to prior clients who obtained subscriptions through my business under a "wholesale" discount. In order for these clients to continue to receive the discount, I Seven Summits is charged the subscription fee by Intuit and I bill-back the former clients.�; NIR; 0; 07/07/2020; 6 Pinehurst Green Court O'Fallon MO 63366; Owner of the business who manages all day-to-day activities.1.Manage invoicing2.Pay Intuit QBO subscription bill (which is then marked up and billed back to old customers)3. Reconcile bank activity 3)North American Die Casting Association - Chapter 17; Treasurer; As the sole organized volunteer group exclusively representing the die casting industry in a specific geographic region, the NADCA Chapters exclusive purpose for existing is to advance, through education and the dissemination of the information, the following aspects of the industry - management, engineering and production. The Chapters will regionally deliver this through various types of scheduled meetings and educational events. They will be the front-line liaisons with not only with the die casting industry in the area, but with educational institutions, OEMs, and competing manufacturing processes.?; NIR; 0; 07/01/2020; 2227 Shady Brook Ct Arnold MO 63010; Prepare monthly treasurer reports for the board meetingsReconcile bank activity to ensure proper accounting off all activityIssue checks for vendors (after board approval)Assist with collections from donors (deposit money to bank) 4)Wrestling Coach; Wrestling Coach; Assist head coaches with instructing students in the rules, regulations, equipment, andtechniques of the sport of wrestling. This is done on a ad-hoc basis for both Missouri and Illinois high schools, middle schools, and/or summer programs.; NIR; 0; 01/05/2015; 6 Pinehurst Green Court O'Fallon MO 63366; Assisted Training:Assist with practice schedule and organize time for individual and team development. Instruct players on the rules, regulations, equipment, and techniques of the sport. Provide practical instruction and assess performance.Encouraging sportsmanship:Promote teamwork and good sportsmanship among athletes. Encourage athletes to set and maintain high standards of behavior.Maintaining health:Help athletes maintain a healthy weight division.Creating an environment:Establish standards of conduct and create an environment that's conducive to learning.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Bruce Williams'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
October 13, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2810 Frank Scott Parkway W Suite 704, Belleville, IL 62223RIA
CRD#: 105644
BELLEVILLE, IL
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2810 Frank Scott Parkway West Ste. 704, Belleville, IL 62223BD
CRD#: 13572
BELLEVILLE, IL
Past
October 14, 2024 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
BELLEVILLE, IL
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
Colorado(9/5/2025)
RR
Florida(9/5/2025)
IAR
Illinois(10/13/2025)
IAR
Missouri(10/13/2025)
IAR
Texas(10/13/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/14/2024
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
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.
