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Brent Bohall

21 Years of Experience
Houston, TX
BrokerSells Insurance

Brent Bohall is a registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 21 years of industry experience. Brent 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

4550 Post Oak Pl, Ste 125, Houston, TX, 77027

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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

Brent works as an agent/broker for Ardent Solutions and IMG Financial Group, focusing on fixed insurance sales, dedicating about 10-20% of his time to Ardent Solutions and minimal time to IMG Financial Group. Brent also owns a short-term rental property, spending a few hours per week on bookings.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
March 2005 - August 2023 · 18 yrs 5 mos
Securian Financial Services, INC.Broker
February 2005 - August 2023 · 18 yrs 6 mos
State Registrations11 states
CAFLKSLAMTNCNYOHORPATX
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.
Brent Bohall - Financial Advisor | TrueAdvisor