Unclaimed
Larry Kettle is a financial advisor with Cetera Investment Advisers LLC. Larry has been in the financial industry since 2004 and has a broad range of experience working with clients on financial planning, portfolio management for individuals and businesses, and pension consulting. Larry has a wide range of licenses and designations including Series 6, 7, 63 and 65. Larry is also a registered investment advisor in Texas and Wisconsin.
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
WI
06/29/2023 - Present
Cetera Investment Advisers LLC (SHEBOYGAN FALLS WI)
WI
07/09/2008 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (SHEBOYGAN FALLS WI)
WI
08/30/2007 - 07/01/2008
NYLIFE SECURITIES LLC (SHEBOYGAN WI)
IL
05/25/2004 - 12/05/2006
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 4/4/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/7/2013
Series 7 - General Securities Representative Examination
BC
Issued 5/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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