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Bram Roden

2 Years of Experience
Warrensburg, MO
BrokerSells Insurance

Bram Roden is a registered investment advisor at Cetera Investment Advisers LLC, based in Warrensburg, MO, with 2 years of industry experience. Bram 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

206 S Holden, Warrensburg, MO, 64093

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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

Bram sells fixed insurance products including life, disability, fixed annuities, and long-term care, and is a financial professional for Murdock Banner Financial Group, dedicating full-time hours to this. He also serves as Vice-President for Warrensburg Main Street (a non-profit) and provides notary services, spending minimal time on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2024 - Present · 1 yr 6 mos
Cetera Advisors LLCBroker
September 2023 - Present · 2 yrs 8 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.