Todd Bramson
Todd Bramson is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fort Meyers, FL, with 42 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Fort Meyers, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Todd is a consultant for Bramson & Associates LLC, owner of Memoiry Journal, agent/broker for North Star Consultants & North Star Brokerage (fixed insurance sales), owner of Pass the Ace LLC (rental property), director for Western Golf Association, and a book author. He also works as a financial professional for North Star Resource Group, dedicating about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
Marathon Advisors, INC
Consolidated Resources, INC.Broker
Nml Equity Services, INC.Broker
State Registrations42 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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