HB
HB

Hal Brettmann

40 Years of Experience
Olathe, KS
BrokerSells Insurance

Hal Brettmann is a registered investment advisor at Cetera Investment Advisers LLC, based in Olathe, KS, with 40 years of industry experience. Hal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Olathe, KS

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Hal sells fixed insurance products, including life, health, disability, fixed annuities, and long-term care, dedicating a few hours per week. He is also the President/Marketing for H & S Financial Group Inc, selling fixed insurance products, which takes about 10-20% of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
February 2018 - June 2021 · 3 yrs 4 mos
Voya Financial Advisors, INC.Broker
October 2016 - June 2021 · 4 yrs 8 mos
Principal Securities, INC.Broker
September 2013 - November 2016 · 3 yrs 2 mos
Ing Financial Partners, INC.Broker
January 2004 - August 2013 · 9 yrs 7 mos
Locust Street Securities, INC.Broker
January 2002 - January 2004 · 2 yrs
Bma Financial Services, INC.Broker
June 1997 - January 2002 · 4 yrs 7 mos
John Hancock Distributors, INC.Broker
August 1985 - June 1997 · 11 yrs 10 mos
John Hancock Mutual Life Insurance CompanyBroker
August 1985 - May 1997 · 11 yrs 9 mos
State Registrations5 states
FLILKSMONV
AdvisorBrokerBoth

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
No exam information available for this advisor.