Kyle Johnson

Financial advisor at Cetera Investment Advisers

Last updated 2026-10-10

Claim your profile

Kyle Johnson is a financial advisor at Cetera Investment Advisers, CRD 5653615. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2011-10-14.

Registration

CRD number
5653615
Registration status
Active
IAPD registration
2011-10-14
Industry Experience
14 years
Work Experience
17 years
States registered
KS, MO, TX

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2009-03 to Present · Roy Todd · Carrollton, TX
  • 2009-03 to 2025-09 · Avantax Investment Services, Inc. · Independence, MO
  • 2009-12 to 2025-09 · Avantax Insurance Agency LLC · Independence, MO
  • 2018-05 to Present · Valleyview Pkwy LLC · Independence, MO
  • 2022-12 to Present · Link Financial Strategies · Topeka, KS
  • 2025-07 to Present · Cetera Wealth Services, LLC · El Segundo, CA
  • 2025-07 to Present · Cetera Investment Advisers LLC · Schaumburg, IL
  • 2025-01 to Present · The Owners Playbook · Topeka, KS

Current employment

SEC IAPD record for Kyle Johnson

Cetera Investment Advisers

Regulatory AUM
$256,813,748,739
Registered advisors
10,370
Offices
7,392
Clients per advisor
78.5 (Moderate)
Average AUM per client
$315.5K (Low)
High-net-worth client ratio
9.7% (Low)

Cetera Investment Advisers: advisors, services and reported ETF investments

About

Kyle Johnson is a financial advisor at Cetera Investment Advisers LLC, operating as Cetera Investment Advisers. Reported securities licenses include Series 63 and Series 65. The latest record indicates 14 years of industry experience and 17 years of reported work history.

Cetera Investment Advisers' firm-level Form ADV reports 10,370 advisors across 7,392 offices; approximately 78.5 clients per advisor, average assets per client of $315,511, and regulatory AUM of $256.8B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $73.1B across 1,688 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Kyle Johnson personally.

Reported ETF positions

Cetera Investment Advisers reports 1,688 ETF positions worth $73.1B on Form 13F; the largest are listed.

Largest ETF positions reported by Cetera Investment Advisers
FundReported value
IVV — iShares Core S&P 500 ETF$3.6B
VTV — Vanguard Morningstar Value ETF$1.7B
QQQ — Invesco QQQ Trust, Series 1$1.7B
AGG — iShares Core U.S. Aggregate Bond ETF$1.5B
VOO — Vanguard S&P 500 ETF$1.5B

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Cetera Investment Advisers on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Municipal Advisor
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Kyle Johnson?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.