Bruce Kerlee Broussard
Investment adviser representative at Cetera Investment Advisers LLC
31 yearsExperience
1 stateRegistered in
ChFC®Designation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
31 years in the industry.
- Cetera Investment Advisers LLCJul 2023 to now
- Cetera Wealth Services, LLCJul 2023 to now
- The Continuing Education AcademyOct 2004 to now
- Omni Resource GroupApr 2004 to now
- Harrelson HoldingsMar 2004 to now
- Broussard & SmithNov 1995 to now
- Minnesota Life Insurance CompanyMar 2004 to Aug 2023
- Securian Financial ServicesMar 2004 to Aug 2023
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1982453
- Firm CRD
- 105644