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Brett Efimov

25 Years of Experience
Tinley Park, IL
Broker

Brett Efimov is a registered investment advisor at Cetera Investment Advisers LLC, based in Tinley Park, IL, with 25 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

6720 W 167th St Unit 4, Tinley Park, IL, 60477

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brett is the owner of Brett A. Efimov, CPA, LTD., spending nearly full-time on accounting, auditing, bookkeeping, and tax preparation. He is also President and Director of Sales and Marketing for Creative Merchant Solutions.com, Inc., dedicating about 10-20% of his time, and a member of the Illinois CPA Society, and performs audits for Audit One, LTD.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
May 2001 - Present · 25 yrs
Cetera Wealth Services, LLC
May 2001 - Present · 25 yrs
Previous Registrations
Cetera Advisor Networks LLC
January 2009 - June 2023 · 14 yrs 5 mos
Financial Network Investment CorporationBroker
December 1999 - September 2000 · 9 mos
State Registrations1 state
IL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.