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Clint K

Series 65, Series 66

Negaunee, MI

Cetera

Clint Kakkuri is a financial advisor at Cetera with 25 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Cetera and its affiliated entities since 2021, as well as at VOYA Financial Advisors from 2014 to 2021. Prior to his financial services career, he spent 21 years at Upper Peninsula Dental. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable organizations, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing multiple program structures and access to both affiliated and third-party investment managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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