Unclaimed
Kjirsten Zellmer is a registered investment advisor representative with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, IL. Kjirsten is licensed in Minnesota and has been in the industry since March 2004. Kjirsten has also worked for Securian Financial Services, Inc. and CRI Securities, LLC. Kjirsten holds multiple securities licenses, including Series 7, 24, 27, 66, 99TO, and SIE. In addition to her work as an investment advisor representative, Kjirsten is the President of the affiliated Trust Company to Securian Financial Services and is a director on the board of a non-profit board supporting youth musical education.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (ST PAUL MN)
MN
03/18/2004 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
03/15/2007 - 11/08/2021
CRI SECURITIES, LLC (ST PAUL MN)
BOTH
Issued 12/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/27/2018
Series 27 - Financial and Operations Principal Examination
BC
Issued 4/21/2004
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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