Brian Magennis
Brian Magennis is a registered investment advisor at Cetera Investment Advisers LLC, based in Milwaukee, WI, with 30 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
10700 W Research Drive, Suite 100, Milwaukee, WI, 53226
Get directionsHistory
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 Activities
Brian is an Investment Service Manager at Lewis Financial Group, dedicating full-time hours to managing advisory accounts, investment research, and financial planning. He also works as a driver for DoorDash, spending a few hours per week delivering food.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLC
Aetna Financial Services, INC.Broker
Ing Financial Advisers, LLCBroker
State Registrations1 state
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.