Brett C Sikorski
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Cetera Investment Advisers LLCMar 2025 to now
- Cetera Investment Services LLCMar 2025 to now
- Pyramax Bank, FsbMar 2025 to now
- Bank of America, N.A.Oct 2023 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2023 to Mar 2025
- Wells Fargo Bank, NAApr 2021 to Sep 2023
- Wells Fargo Clearing Services, LLCApr 2021 to Sep 2023
- Northwestern Mutual Investment Services, LLCDec 2018 to Apr 2021
- Northwestern Mutual Life Insurance CompanyNov 2018 to Apr 2021
- US Bancorp Fund ServicesDec 2013 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7045723
- Firm CRD
- 105644