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Bryan Wiltfong

6 Years of Experience
Columbia, MO
Broker

Bryan Wiltfong is a registered investment advisor at Cetera Investment Advisers LLC, based in Columbia, MO, with 6 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

2415 Carter Lane Suite 101, Columbia, MO, 65201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Bryan operates under the DBA CCR Wealth Management, providing financial services, dedicating full-time hours to this endeavor. He also officiates high school wrestling through the Missouri State High School Activities Association, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
January 2024 - March 2024 · 2 mos
Edward Jones
February 2020 - December 2023 · 3 yrs 10 mos
Edward JonesBroker
August 2019 - January 2024 · 4 yrs 5 mos
State Registrations1 state
MO
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.