Brian Muehlenbeck
Brian Muehlenbeck is a registered investment advisor at Cetera Investment Advisers LLC, based in Boca Raton, FL, with 19 years of industry experience. Brian 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
Firm Size
IM Fee
Assets Under Management
Location
7284 West Palmetto Park Road Suite 106, Boca Raton, FL, 33433
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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
Brian is an agent/broker for Evershore Fixed Insurance, selling fixed annuities, dedicating a few hours per week. He also uses Muehlenbeck Financial for accounting purposes only, spending minimal time on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Amtrust Investment Services, INC.Broker
Wachovia Securities, LLCBroker
State Registrations6 states
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