BL
PFS
BL
PFS

Brett Laine

3 Years of Experience
Austin, TX
Sells Insurance

Brett Laine is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Austin, TX, with 3 years of industry experience. Brett 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

4407 Bee Caves Rd, Bldg 6 Ste 621, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brett is an insurance agent selling insurance products through Avantax Insurance Agency/Services, dedicating about 10-20% of his time to this. He is also a member of Carpenter & Langford PLLC, a tax preparation and consulting firm, which takes nearly full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
September 2022 - September 2025 · 3 yrs
State Registrations1 state
TX
Advisor

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.
Brett Laine - Financial Advisor | TrueAdvisor