Ruth
Kline

Cetera Advisor Networks LLC

CRD#4631234
Investment Advisor
in Chicago, IL

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About this Advisor

Ruth Kline is a financial advisor working out of Chicago, Illinois who has 6 years of relevant experience. Kline is an employee of Cetera Advisor Networks LLC. Their career trajectory has included roles at Willis Of Il, Cetera Advisor Networks LLC, Willis Towers Watson Northeast, Fitness Formula Club and Jt Fitness LLC Dba Jt Training Studio. Kline maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois and Texas. Cetera Advisor Networks LLC is a financial advisory company that has its headquarters in El Segundo, CA. The firm has offices in 889 locations and a total of 2,881 people on staff. It manages $47 billion in total assets among its 192,956 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 664 charitable organizations. Of its 192,956 customer accounts, 27% belong to high-net-worth investors who have more than $1 million in assets available to invest. Cetera Advisor Networks LLC offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types charged by Cetera Advisor Networks LLC likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

233 S Waker Dr Ste 1800
Chicago, IL 60606

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$46,651,447,975

IL Average: $7,578,581,321
Total Number of Employees

2,881

IL Average: 43
Total Number of Accounts

192,956

IL Average: 3,727
Average Account Size

$241,772

IL Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Ruth Kline Work History

Ruth has been registered as a financial advisor for 6 years.*

2023 - Present (1 year)

Jt Fitness LLC Dba Jt Training Studio

2020 - Present (4 years)

Willis Towers Watson Northeast

2019 - Present (5 years)

Fitness Formula Club

2013 - Present (11 years)

Cetera Advisor Networks LLC

2001 - Present (23 years)

Willis Of Il

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ruth Kline to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Advisor Networks LLC

Jeffrey Parkin
Vancouver, WA
Pamela Rosse
Concord, CA
Gregory Jahnke
Sutton, NE
Frank Gargano
Neptune, NJ
Ian Lee
Concord, CA
Thomas Taylor
El Segundo, CA
Ernest Mathewson
Florham Park, NJ
Suzanne Baxter
Oklahoma City, OK

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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