BS
CFP
BS
CFP

Brenden Stephenson

12 Years of Experience
West Branch, MI
Broker

Brenden Stephenson is a CFP-designated registered investment advisor, based in West Branch, MI, with 12 years of industry experience.

Location

203 S Second St, West Branch, MI, 48661

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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

Brenden is the president of the Optimist Club of West Branch, a CPA at Stephenson & Company P.C. (dedicating about a quarter of his time), a committee member for the North Central MI Community Foundation, and a board member at Huron Community Bank. None of these activities are investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2016 - Present · 9 yrs 7 mos
Cetera Financial Specialists LLCBroker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Rehmann Financial
February 2014 - June 2017 · 3 yrs 4 mos
Royal Alliance Associates, INC.Broker
November 2013 - October 2016 · 2 yrs 11 mos
State Registrations5 states
FLINMITXWI
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.