BH
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Brian Healy

1 Year of Experience
Orland Park, IL
Broker

Brian Healy is a registered investment advisor at Cetera Investment Advisers LLC, based in Orland Park, IL, with 1 years of industry experience. Brian 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

15321 S 94th Ave Ste 100, Orland Park, IL, 60462

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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

Brian is a financial professional at Megent Financial and a mortgage loan originator at The Mortgage Exchange, dedicating about 10-20% of his time and full-time respectively. He also has ownership stakes in Healy Holdings, LLC and Sherbo Beachhouse, LLC, which are short-term vacation rental properties, requiring minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2025 - Present · 1 yr
Cetera Advisors LLCBroker
June 2024 - Present · 1 yr 11 mos
State Registrations1 state
IL
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.