Adviser and broker representative · Cetera Investment Advisers LLC
Kim Hellerman-Hersman
CRD 2699523 · Mentor, OH
At a glance
Kim Hellerman-Hersman is an investment adviser representative with Cetera Investment Advisers LLC in Mentor, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kim’s SEC record dates to 1999, about 27 years ago. Kim is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Cetera Investment Advisers LLCSince May 2026Mentor, OH · $257B in regulatory assets
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kim’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.