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Brendan Thorson

19 Years of Experience
Vancouver, WA
BrokerSells Insurance

Brendan Thorson is a registered investment advisor at Cetera Investment Advisers LLC, based in Vancouver, WA, with 19 years of industry experience. Brendan 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

15597 SE Mill Plain Blvd, Vancouver, WA, 98684

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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

Brendan sells fixed insurance products including life, disability, annuities, and LTC. He also works as a ski instructor at Mt. Hood Meadows, dedicating a few hours per week, some of which occur during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
February 2009 - Present · 17 yrs 3 mos
Cetera Wealth Services, LLCBroker
February 2009 - Present · 17 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2012 - June 2023 · 11 yrs 4 mos
Morgan Stanley & CO. Incorporated
April 2008 - February 2009 · 10 mos
Morgan Stanley & CO. IncorporatedBroker
April 2008 - February 2009 · 10 mos
Financial Network Investment CorporationBroker
November 1990 - December 1991 · 1 yr 1 mo
American Express Financial Advisors INC.Broker
October 1990 - November 1990 · 1 mo
Ids Life Insurance CompanyBroker
October 1990 - November 1990 · 1 mo
State Registrations6 states
AZCAIDORVAWA
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.
Brendan Thorson - Financial Advisor | TrueAdvisor