Kenneth
Boroff

Cetera Investment Advisers LLC

CRD#4333336
Investment Advisor
in Defiance, OH

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About this Advisor

Kenneth Boroff is a certified financial planner operating out of Defiance, Ohio with 22 years of relevant experience. Boroff is an advisor for Cetera Investment Advisers LLC. Boroff has gained experience at Steyer & Co, Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Boroff is approved to work in Ohio. Cetera Investment Advisers LLC is an advisory business operating out of Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 employees. It oversees $33 billion in total assets between its 176,986 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 431 charitable organizations. Of its 176,986 customer accounts, 23% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm provides a number of services, including 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 for financial advisory services are based on the financial services. However, fee types charged by Cetera Investment Advisers LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

22 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

Office Location

2000 North Clinton
Defiance, OH 43512

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

OH Average: 44
Total Number of Accounts

176,986

OH Average: 2,564
Average Account Size

$188,469

OH 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

Kenneth Boroff Work History

Kenneth has been registered as a financial advisor for 22 years.*

2001 - Present (23 years)

Cetera Financial Specialists LLC

2001 - Present (23 years)

Cetera Investment Advisers LLC

1991 - Present (33 years)

Steyer & Co

*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 Kenneth Boroff 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

Michelle Yang
San Marino, CA
Eric Siegeltuch
Yonkers, NY
Erin Mcclain
Philadelphia, PA
Howard Hsieh
Irvine, CA
Michael Nelson
Anaheim, CA
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

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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