linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kyle Louis Heller

Cetera Investment Advisers LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kyle? Claim Your Profile

About Kyle Louis Heller

Kyle Louis Heller is a financial advisor in Bayport, Minnesota. Kyle has been in the financial industry since 2009 and is currently registered with Cetera Investment Advisers LLC. Kyle has previously worked with Securian Financial Services, Inc. and CRI Securities, LLC. Kyle holds the Series 7 and Series 66 licenses, as well as the SIE exam.

Firm Information

Kyle Heller is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

950 N HWY 95

BAYPORT, MN 55003

$104.47B

Assets Under Management

16,618

Total Clients

7,280

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kyle Heller’s Registration & Firm History

MN

08/10/2023 - Present

Cetera Investment Advisers LLC (BAYPORT MN)

MN

02/17/2009 - 08/10/2023

SECURIAN FINANCIAL SERVICES, INC. (BAYPORT MN)

MN

02/17/2009 - 10/21/2021

CRI SECURITIES, LLC (BAYPORT MN)

Not sure if Kyle Louis Heller is right for you?

Licenses & Designations

BOTH

Issued 3/5/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/16/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Louis Heller.
Not sure if Kyle Louis Heller is right for you?