Kent
Von Der Vellen

Cetera Advisors LLC

CRD#5578193
Investment Advisor
in Cleveland, OH

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About this Advisor

Kent Von Der Vellen is a financial advisor based out of Cleveland, Ohio who has 4 years of industry experience. Von Der Vellen currently works for Cetera Advisors LLC. Their career trajectory has included roles at New England Securities, Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, Inc, American United Life, Oneamerica Securities, Velocity Advisors, LLC, Cleveland Mortgage Inc, Jakob F Von Der Vellen Memorial Foundation, Medina County Senior Services Network and Cetera Advisors, LLC. Von Der Vellen maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Ohio and Texas. Cetera Advisors LLC is a financial advisory business operating out of Englewood, CO. It has offices in 692 locations and a total of 1,047 advisors. It has $21 billion in assets between its 90,646 accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 294 charities and foundations. Of its 90,646 client accounts, 26% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Cetera Advisors LLC has a number 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 for financial management depend on which services the firm provides the client. Fee types charged by Cetera Advisors LLC likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

22730 Fairview Center Drive Ste 170
Cleveland, OH 44126

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

OH Average: $2,349,664,866
Total Number of Employees

1,047

OH Average: 28
Total Number of Accounts

90,646

OH Average: 1,101
Average Account Size

$234,185

OH Average: $2,134,119

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

Kent Von Der Vellen Work History

Kent has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Cetera Advisors, LLC

2018 - Present (6 years)

Cleveland Mortgage Inc

2016 - Present (8 years)

Medina County Senior Services Network

2014 - Present (10 years)

Velocity Advisors, LLC

2012 - Present (12 years)

Jakob F Von Der Vellen Memorial Foundation

2014 - 2019 (5 years)

American United Life

2014 - 2019 (5 years)

Oneamerica Securities

2013 - 2014 (1 year)

Penn Mutual Life Insurance Company

2013 - 2014 (1 year)

Hornor, Townsend & Kent, Inc

2011 - 2013 (2 years)

New England Securities

*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 Kent Von Der Vellen 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 Advisors LLC

Denise Ford
Saint Louis, MO
James Boyle
Belmar, NJ
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
Nicholas Russell
Orlando, FL
John Peyton
Lake Oswego, OR
Randy Roesler
Franklin, WI

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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