Brian Klimke
Investment adviser representative at Cetera Investment Management LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
12 years in the industry.
- Cetera Investment Management LLCJul 2015 to now
- Tower Square Investment Management LLCJul 2015 to now
- Cetera Investment Advisers LLCJan 2014 to now
- Cetera Advisors LLCOct 2013 to now
- Cetera Investment Services LLCOct 2013 to now
- Cetera Wealth Services, LLCOct 2013 to now
- Avantax Investment Services IncApr 2025 to Sep 2025
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cetera Investment Management LLC
$0Assets managed
0Clients
11Advisers
13 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
- 4690819
- Firm CRD
- 165436