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Kimberley Holweger

Cetera Advisors LLC

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About Kimberley Holweger

Kimberley Holweger is a financial advisor with Cetera Advisors LLC. Kimberley has been in the financial industry since 1993. Kimberley holds Series 7, 24, 27, 52TO, 53, 63, 99TO and SIE licenses. Kimberley is registered with the state of Minnesota. Kimberley has been affiliated with Cetera Financial Specialists LLC, Cetera Advisor Networks LLC and Cetera Investment Services LLC in the past.

Firm Information

Kimberley Holweger is currently registered with Cetera Advisors LLC. Cetera Advisors LLC is a Limited Liability Company formed on August 31, 2012. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 14 Regulatory Event disclosures, 1 Civil Event disclosure, and 7 Arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

467

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Kimberley Holweger’s Registration & Firm History

MN

12/21/2022 - Present

Cetera Advisors LLC (ST CLOUD MN)

MN

05/04/2000 - 02/22/2011

GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)

MN

08/29/1996 - 11/17/2009

BANCNORTH INVESTMENT GROUP, INC. (ST. CLOUD MN)

NE

04/20/2000 - 11/14/2003

BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 05/26/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/20/2020

Series 27 - Financial and Operations Principal Examination

BC

Issued 06/18/1996

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/14/1995

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberley Holweger.
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