BR
BR

Brian Repovz

9 Years of Experience
Brighton, MI
BrokerSells Insurance

Brian Repovz is a registered investment advisor at Cetera Investment Advisers LLC, based in Brighton, MI, with 9 years of industry experience. Brian 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
Loading...

Location

306 E Main St, Brighton, MI, 48116

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Brian is involved with Sound Financial Services, Inc. selling life insurance, dedicating about 10-20% of his time. Brian also works as an insurance agent selling life, health, and disability insurance with various companies, spending a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
March 2018 - May 2021 · 3 yrs 2 mos
Summit Brokerage Services, INC.Broker
November 2016 - September 2019 · 2 yrs 10 mos
State Registrations18 states
AZCOFLGAILINKYMAMIMONCOHPATNTXVAVTWA
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.
Brian Repovz - Financial Advisor | TrueAdvisor