DB
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Dakota Brewer

3 Years of Experience
Clinton, OK
Broker

Dakota Brewer is a registered investment advisor at Cetera Investment Advisers LLC, based in Clinton, OK, with 3 years of industry experience. Dakota 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

501 Gary Blvd, Clinton, OK, 73601

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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

Dakota is the treasurer and board member for Future Leaders of Oklahoma, spending a few hours per week. Dakota is also the operations director and 50% owner of White Stag Land Co, dedicating a few hours per week to purchasing/renting land, land development and management.

Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2022 - Present · 3 yrs 5 mos
Cetera Investment Services LLCBroker
July 2022 - Present · 3 yrs 10 mos
State Registrations3 states
CAOKTX
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.
Dakota Brewer - Financial Advisor | TrueAdvisor