BM
CFP
BM
CFP

Brent Mitcham

9 Years of Experience
Spring, TX
BrokerSells Insurance

Brent Mitcham is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Spring, TX, with 9 years of industry experience. Brent 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

21025 Spring Brook Plaza Drive, Spring, TX, 77379

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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

Brent works full-time at Strategic Financial Advisors, offering financial planning, annuity and life insurance, and mutual fund products. He is also Secretary/Treasurer at Mitcham Advisors LLC, dedicating minimal time to leadership, strategic planning, and operations management; and owns an insurance business, spending minimal time offering life, fixed annuity, and health insurance. Finally, Brent is a trustee for Arrow Real Estate Capital LLC, spending a few hours per week on real estate matters.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 7 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 7 mos
Previous Registrations
Concourse Financial Group Advisors
October 2016 - February 2025 · 8 yrs 4 mos
Concourse Financial Group Securities, INC.Broker
June 2016 - February 2025 · 8 yrs 8 mos
State Registrations4 states
COFLPATX
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.
Brent Mitcham - Financial Advisor | TrueAdvisor