Briana Oltmann is a CFP-designated registered investment advisor, based in Johnstown, OH, with 19 years of industry experience. Briana is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Johnstown, OH
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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
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, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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