Brian E Orr

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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

13 years in the industry.

1. Cetera Investment Advisers LLCSep 2025 to now
2. Cetera Wealth Services, LLCSep 2025 to now
3. Avantax Insurance Agency And/or Avantax Insurance ServicesMar 2025 to now
4. Avantax Advisory ServicesFeb 2025 to now
5. Avantax Investment Services, Inc.Feb 2025 to now
6. UnemployedAug 2024 to Feb 2025
7. Cetera Investment Advisers LLCJan 2024 to Aug 2024
8. Cetera Investment Services LLCJan 2024 to Aug 2024
9. Corefirst Bank &trustJan 2024 to Aug 2024
10. Cetera Investment Advisors LLCJan 2022 to Dec 2023
11. Cetera Investment Services LLCJan 2022 to Dec 2023
12. Securities America, Inc.Dec 2019 to Apr 2021
13. Pfg AdvisorsNov 2019 to Nov 2021
14. UnemployedSep 2019 to Oct 2019
15. Bankers LifeMar 2019 to Aug 2019
16. Cetera Investment Advisers LLCJan 2018 to Feb 2019
17. Cetera Investment Services LLCJan 2018 to Feb 2019
18. Equity BankJul 2013 to Feb 2019
19. Invest Financial CorporationJul 2013 to Dec 2017

Designations

• ChFC®

Exams passed

• Series 63 · Uniform Securities Agent State Law1996
• Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 2 states (MO, TX).

Cetera Investment Advisers LLC

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

2732248

Firm CRD

105644