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Roger Brunk

24 Years of Experience
Russellville, AR
BrokerSells Insurance

Roger Brunk is a registered investment advisor at Cetera Investment Advisers LLC, based in Russellville, AR, with 24 years of industry experience. Roger 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

209 West Main Street, Suite 2, Russellville, AR, 72801

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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

Roger is involved in several real estate ventures, including ownership of rental properties and holding companies. He also receives referral fees for health insurance and supplemental insurance products through AJ Gallagher, and sells insurance through Avantax Insurance Agency/Services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Beall Barclay Advisors, LLC
April 2008 - October 2008 · 6 mos
1st Global Advisors INC
November 2002 - October 2019 · 16 yrs 11 mos
1st Global Capital CORP.Broker
November 2002 - October 2019 · 16 yrs 11 mos
Morgan Stanley
February 2002 - November 2002 · 9 mos
Morgan Stanley Dw INC.Broker
July 2001 - November 2002 · 1 yr 4 mos
State Registrations27 states
ALARAZCACOFLGAIDILINKYLAMEMOMSNCNJNYOHOKORPATNTXVAWAWI
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.