Brian Moshenko
Brian Moshenko is a registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 23 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
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
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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 president of Moshenko & Associates Inc., where he spends nearly full-time on tax preparation and accounting. He is also licensed to sell insurance through Avantax Insurance Services, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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