BZ
BZ

Brianna Ziegler

7 Years of Experience
Colorado Springs, CO
Broker

Brianna Ziegler is a registered investment advisor at Cetera Investment Advisers LLC, based in Colorado Springs, CO, with 7 years of industry experience. Brianna 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

12325 Oracle Blvd., Suite 121, Colorado Springs, CO, 80921

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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

Brianna works as an administrative assistant for RT Course Wealth Management LLC, a financial services firm, since 2019. She dedicates a few hours per week to answering phone calls, data entry, calendar management, and para-planner duties.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
March 2020 - February 2025 · 4 yrs 11 mos
Concourse Financial Group Securities, INC.Broker
May 2019 - February 2025 · 5 yrs 9 mos
Fidelity Brokerage Services LLCBroker
January 2018 - February 2019 · 1 yr 1 mo
State Registrations28 states
AKALARAZCACOFLIDKYMIMOMSMTNCNENJNMNVNYOHPASCSDTXUTVAWAWI
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.
Brianna Ziegler - Financial Advisor | TrueAdvisor