Bruce Robert Olmstead
Investment adviser representative at Cetera Investment Advisers LLC
41 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
41 years in the industry.
- Cetera Investment Advisers LLCMar 2023 to now
- Summit Financial NetworksJun 2021 to now
- Cetera Wealth Services, LLCSep 2019 to now
- Summit Financial Services IncJan 2004 to May 2021
- Summit Brokerage Services, IncApr 2001 to Sep 2019
- Delta Air LinesOct 1985 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
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
- 2913890
- Firm CRD
- 105644