Brandon Schultz
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
10 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCAug 2020 to now
- Summit Financial GroupAug 2020 to now
- UnemployedMar 2020 to Jul 2020
- Tulsa Teachers Credit UnionOct 2019 to Feb 2020
- Edward JonesDec 2018 to Sep 2019
- Forrest Ridge Country ClubSep 2018 to Dec 2018
- UnemployedJun 2018 to Aug 2018
- First Bank KansasOct 2016 to Apr 2018
- Mcpherson Country ClubJan 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 6566556
- Firm CRD
- 105644