Cetera Investment Advisers
41yrs
Top advisor by experience in Mentor
31yrs
Kim Hellerman-Hersman
Financial advisor at Cetera Investment Advisers
Kim Hellerman-Hersman has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Mentor, Ohio. After three years at Commonwealth Financial Network and 24 years at Concourse Financial Group Securities, Kim joined Cetera Investment Advisers in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Kim holds the ChFC designation.
One of 90 advisors with offices in Mentor, and one of 69 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 12% by experience in Mentor
Office7464 Center Street, Mentor, OH 44060
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowCetera Investment Advisers LLCCurrent firm
- 2023 – 2026Commonwealth Financial NetworkPreviously
- 1999 – 2023Concourse Financial Group Securities, Inc.Previously
Questions to ask Kim
Tailored to Kim’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kim
How do I contact Kim?
Call Cetera Investment Advisers at 310-257-7880 and ask for Kim Hellerman-Hersman. Kim works from the Mentor, OH office.
How long has Kim been a financial advisor?
Kim has been in the industry since 1996, about 31 years. Top 12% by experience in Mentor.
What licenses does Kim hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kim a fiduciary?
Kim is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kim paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kim for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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