Skyler
Whitworth

Cetera Investment Advisers LLC

CRD#7818546
Investment Advisor
in Springfield, MO

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About this Advisor

Skyler Whitworth is a financial advisor based in Springfield, Missouri, working with Cetera Investment Advisers LLC. Skyler has previously held positions at Kpm Cpas, Kpm Wealth Advisors, Cetera Financial Specialists LLC, Cnh Industrial Reman, Missouri State University, State Park Marina, Xtreme Racing Center, Branson High School, Branson Junior High School, and Cetera Investment Advisers LLC. Skyler has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Skyler is part of Cetera Investment Advisers LLC, which operates out of Springfield, Missouri. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

Office Location

1445 East Republic Road
Springfield, MO 65804

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

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

6,648

MO Average: 44
Total Number of Accounts

423,554

MO Average: 2,564
Average Account Size

$246,648

MO Average: $2,603,165

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

Skyler Whitworth Work History

2024 - Present (0 year)

Kpm Cpas

2024 - Present (0 year)

Kpm Wealth Advisors

2024 - Present (0 year)

Cetera Financial Specialists LLC

2024 - Present (0 year)

Cetera Investment Advisers LLC

2021 - 2023 (2 years)

Cnh Industrial Reman

2020 - 2023 (3 years)

Missouri State University

2020 - 2020 (< 1 year)

State Park Marina

2019 - 2019 (< 1 year)

Xtreme Racing Center

2018 - 2018 (< 1 year)

Xtreme Racing Center

2016 - 2020 (4 years)

Branson High School

2014 - 2016 (2 years)

Branson Junior High School

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Disclosures

Please visit the SEC profile of Skyler Whitworth 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 Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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