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Bryan Luczkiw

11 Years of Experience
Rolling Meadows, IL
BrokerSells Insurance

Bryan Luczkiw is a registered investment advisor at Cetera Investment Advisers LLC, based in Rolling Meadows, IL, with 11 years of industry experience. Bryan 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

1843 Hicks Road, Suite A, Rolling Meadows, IL, 60008

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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

Bryan provides tax and accounting services through CBC Tax & Accounting, dedicating full-time hours to this. He also sells collectibles on eBay, spending a few hours per week, and is the treasurer for a not-for-profit organization, Cut IL Taxes Now, spending minimal time. Finally, Bryan sells fixed insurance products, including health insurance.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2015 - Present · 10 yrs 8 mos
Cetera Financial Specialists LLCBroker
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Genworth Financial Securities CorporationBroker
November 2008 - November 2009 · 1 yr
State Registrations4 states
FLILSCWA
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.