Brian Olmstead
Brian Olmstead is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in El Dorado Hills, CA, with 27 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
1107 Investment Blvd, Ste 145, El Dorado Hills, CA, 95762
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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 the owner of Mammen Financial Services Inc. since 2002, where he processes payroll, pays rent, and creates an informational newsletter, dedicating minimal time to these tasks. Brian also sells fixed insurance, including life insurance and annuities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations30 states
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