BL
CFP
BL
CFP

Brent Larsen

36 Years of Experience
Vandenberg Village, CA
1 DisclosureBrokerSells Insurance

Brent Larsen is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Vandenberg Village, CA, with 36 years of industry experience. Brent 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

3769 Constellation Road, Suite A, Vandenberg Village, CA, 93436-1467

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History

Regulatory History (1)
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Customer Dispute
January 2007
Settled
Other Business ActivitiesSells Insurance

Brent is a partner at Associated Professional Advisors of Santa Maria, a tax preparation and accounting firm, and the president of Associated Professional Advisors, Inc., also involved in tax preparation and wealth management. Brent also owns and manages a commercial rental property and sells insurance products through Avantax Insurance Agency, dedicating minimal time to this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
August 1993 - September 2025 · 32 yrs 1 mo
Avantax Investment Services, INC.Broker
October 1989 - September 2025 · 35 yrs 11 mos
State Registrations24 states
ALAZCACOCTFLGAIDMDMNNCNENMNVOHORPASCTNTXUTVAWAWV
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.
Brent Larsen - Financial Advisor | TrueAdvisor