David Bretz
David Bretz is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 27 years of industry experience. David 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
3131 Camino Del Rio N Ste 300, San Diego, CA, 92108
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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
David sells life, health, disability, annuities, and long-term care insurance. He is also the president of Bretz Financial Group, Inc., a tax and expense management business, spending full-time hours on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations32 states
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