Briana Oltmann is a CFP-designated registered investment advisor, based in Johnstown, OH, with 18 years of industry experience.
Location
11466 Duncan Plains Rd, Johnstown, OH, 43031
Get directionsHistory
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
Briana is an insurance agent for multiple companies, offering annuity and insurance products, and also sells indexed annuities through Avantax Insurance Agency. She also provides tax and accounting services, writes a blog, serves on the board of directors for two organizations, and owns the building where her company is located.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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.