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Ryan Brenner

8 Years of Experience
Linwood, NJ
BrokerSells Insurance

Ryan Brenner is a registered investment advisor at Cetera Investment Advisers LLC, based in Linwood, NJ, with 8 years of industry experience. Ryan 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

Linwood, NJ

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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 ActivitiesSells Insurance

Ryan works as an insurance agent selling fixed insurance products, dedicating a few hours per week. He also operates under the DBA Heights Financial Group as a financial planner, which takes about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2024 - Present · 1 yr 8 mos
Cetera Wealth Services, LLC
September 2024 - Present · 1 yr 8 mos
Cetera Wealth Services, LLCBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
MML Investors Services, LLC
May 2018 - September 2024 · 6 yrs 4 mos
MML Investors Services, LLCBroker
January 2018 - September 2024 · 6 yrs 8 mos
State Registrations12 states
DCDEFLMAMDNCNHNJNYPASCVA
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.