Brett Bogan is a registered investment advisor at Cetera Investment Advisers LLC, based in Troy, OH, with 28 years of industry experience. Brett 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
Troy, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brett is involved in several outside business activities, including being President and Board Member of Free To Run Foundation, Board Member of CISV Miami County, an election poll worker, Associate Director/Board Member for Waste-Free Dayton, President of Bogan Bell & Associates, Inc., and Sr. Director for LexisNexis/Reed Elsevier (full-time). None of these activities appear to be insurance-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Carlson National Brokers, LTDBroker
Aegon USA Securities INC.Broker
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.