Brandon Carlson
Brandon Carlson is a registered investment advisor at Cetera Investment Advisers LLC, based in Lincoln, NE, with 1 years of industry experience. Brandon 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
6040 South 58th Street, Ste E, Lincoln, NE, 68516
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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
Brandon sells fixed insurance products with various companies since February 2024, dedicating a few hours per week. He also works as a client services associate for Alpha Wealth Advisors since June 2023, spending about 10-20% of his time assisting with cases, paperwork, and client communication.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
State Registrations1 state
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