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Brianna Wirfs

6 Years of Experience
Chevy Chase, MD
Broker

Brianna Wirfs is a registered investment advisor at Cetera Investment Advisers LLC, based in Chevy Chase, MD, with 6 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

Chevy Chase, MD

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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

Brianna works as an Operations Manager for Jonathan Bulman - Bulman Financial, a financial services business, dedicating full-time hours to this role. She is also an elected board member for Central Carroll Soccer Club, a non-profit organization, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Wealth Services, LLC
January 2025 - Present · 1 yr 8 mos
Cetera Investment Advisers LLC
January 2025 - Present · 1 yr 8 mos
Cetera Wealth Services, LLCBroker
January 2025 - Present · 1 yr 8 mos
Previous Registrations
Osaic Wealth, INC.
January 2025 - January 2025 · 0 mos
Osaic Wealth, INC.Broker
January 2025 - January 2025 · 0 mos
Osaic Fa, INC.
September 2019 - January 2025 · 5 yrs 4 mos
Osaic Fa, INC.Broker
August 2019 - January 2025 · 5 yrs 5 mos
State Registrations1 state
MD
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.