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Stephen Milton Kjer

Cetera Financial Specialists LLC

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About Stephen Milton Kjer

Stephen Milton Kjer is a financial advisor at Cetera Financial Specialists LLC. Stephen has been in the financial industry since 1996. Stephen holds Series 6, Series 63, and SIE licenses. Stephen is registered to sell securities in Florida, Illinois, Michigan, Missouri, and Wisconsin. Stephen was previously registered with Hochman & Baker Securities, Inc., Linsco/Private Ledger Corp., and Invest Financial Corporation.

Firm Information

Stephen Kjer is currently registered with Cetera Financial Specialists LLC. Cetera Financial Specialists LLC is a Limited Liability Company formed on October 31, 2012, and is registered in all 50 states plus the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

185

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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Stephen Kjer’s Registration & Firm History

WI

06/30/2004 - Present

Cetera Financial Specialists LLC (WEST BEND WI)

CT

11/04/1999 - 06/30/2004

HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)

SC

01/05/1998 - 11/05/1999

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

WI

10/31/1996 - 12/31/1997

INVEST FINANCIAL CORPORATION (APPLETON WI)

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Licenses & Designations

BC

Issued 09/25/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Milton Kjer.
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