Fred
Kobler

Cetera Investment Advisers LLC

CRD#4710047
Investment Advisor
in Utica, MI

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About this Advisor

Fred Kobler is a financial advisor who is based out of Utica, Michigan. Currently a registered financial advisor with Cetera Investment Advisers LLC, Kobler has 19 years of practice as a registered investment advisor. Kobler holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Kobler can act as an advisor based out of Michigan. Throughout their career, Kobler has worked at United Tax Service, Jp Turner & Company LLC, Summit Brokerage Services, Cetera Advisor Networks LLC, Cetera Investment Advisers LLC and Summit Financial Group Inc. Cetera Investment Advisers LLC is headquartered in Utica, Michigan, and has 1,614 other brick-and-mortar locations throughout the nation. Overall, Cetera Investment Advisers LLC oversees $16 billion in assets throughout 78,591 accounts and retains more than 2,358 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 70,273 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 19% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Cetera Investment Advisers LLC offers 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. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

19 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

Disclosures

Yes

Office Location

48377 Van Dyke Ave
Utica, MI 48317

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$15,868,306,581

MI Average: $6,674,516,078
Total Number of Employees

2,358

MI Average: 44
Total Number of Accounts

78,591

MI Average: 2,564
Average Account Size

$201,910

MI Average: $2,603,165

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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

Fred Kobler Work History

Fred has 19 years of experience.

2019 - Present (2 years)

Cetera Advisor Networks LLC

2019 - Present (2 years)

Summit Financial Group Inc

2015 - Present (6 years)

Cetera Investment Advisers LLC

2001 - Present (20 years)

United Tax Service

2015 - 2019 (4 years)

Summit Brokerage Services

2009 - 2015 (6 years)

Jp Turner & Company LLC

Disclosures

Fred Kobler has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Investment Advisers LLC

Daniel Lewis
Highland, IN
Katherine Creed
Phoenix, AZ
Justin Leak
Ionia, MI
Thomas Walter
Aurora, OH
Joseph Zito
Iselin, NJ
Amanda Newsome
Simpsonville, SC
Simon Block
Atlanta, GA
Jeff Knox
Chattanooga, TN

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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