BO
CFP
BO
CFP

Bruce Olmstead

28 Years of Experience
Fayetteville, GA
BrokerSells Insurance

Bruce Olmstead is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fayetteville, GA, with 28 years of industry experience. Bruce 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

320 West Lanier Ave, Suite 150, Fayetteville, GA, 30214

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bruce is an agent/producer for multiple companies including Annuity Marketing Services, Crump Life Insurance Services, and Palmer Agency. He also serves as a board member for Mom2Mom Atlanta South, Inc., a non-profit organization, dedicating minimal time to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2023 - Present · 3 yrs 2 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
April 2001 - May 2021 · 20 yrs 1 mo
Summit Brokerage Services, INC.Broker
April 2001 - September 2019 · 18 yrs 5 mos
Wma Securities, INC.Broker
July 1997 - April 2001 · 3 yrs 9 mos
State Registrations17 states
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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.