Bradi Dahmen
Bradi Dahmen is a registered investment advisor at Cetera Investment Advisers LLC, based in Wenatchee, WA, with 19 years of industry experience. Bradi 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
175 E. Penny Road, Suite 1, Wenatchee, WA, 98801
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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
Bradi is a Director of Financial Services for CNC Financial Group LLC and Cordell Neher & Company PLLC, spending full-time and over full-time hours respectively. Bradi also sells insurance products through Avantax Insurance Agency and/or 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
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations24 states
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