Bret Schultz
Bret Schultz is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Valencia, CA, with 5 years of industry experience. Bret 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
Firm Size
IM Fee
Assets Under Management
Location
25128 Avenue Tibbitts #150, Valencia, CA, 91355
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Regulatory History
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
Bret is an agent for Avantax Insurance Agency/Services and may sell various annuity and insurance products. He also works for Martin & Company Tax and Wealth Advisors, spending about three-quarters of his time gathering financial information for clients' financial plans and providing it to licensed tax professionals.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
State Registrations1 state
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.