KB
CFA · CFP · ChFC
KB
CFA · CFP · ChFC

Keith Behrmann

8 Years of Experience
Bridgewater, NJ
Broker

Keith Behrmann is a CFA, CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bridgewater, NJ, with 8 years of industry experience. Keith 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

520 Us Hwy 22, 3rd Floor, Ste 305, Bridgewater, NJ, 08807

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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 Activities

Keith is an Investment Advisory Representative at Vicus Capital and a Financial Planning Analyst at Noviello Financial Group, Inc., dedicating full-time hours to these roles. He also co-owns Oak Line Enterprise LLC, is a scuba instructor at KB Diving LLC (spending a few hours per week), and owns Shea Blvd 5122-1167 LLC, overseeing a property management company with minimal time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2024 - Present · 2 yrs 2 mos
Cetera Wealth Services, LLCBroker
December 2021 - Present · 4 yrs 7 mos
Vicus Capital, INC.
October 2021 - Present · 4 yrs 9 mos
Previous Registrations
Hartford Equity Sales Company INC.Broker
June 2006 - August 2010 · 4 yrs 2 mos
State Registrations1 state
NJ
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.
Keith Behrmann - Financial Advisor | TrueAdvisor