BK
BK

Brecken Kanz

2 Years of Experience
Tampa, FL
BrokerSells Insurance

Brecken Kanz is a registered investment advisor at Cetera Investment Advisers LLC, based in Tampa, FL, with 2 years of industry experience. Brecken 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

3708 West Swann Avenue, Suite 103, Tampa, FL, 33609

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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

Brecken works as a design engineer for Michelin, dedicating full-time hours to this role. He also participates in a continuing education academy, works as a business consultant for Omni Resource Group, and is a financial advisor for Omni Financial Services, spending full-time hours across these three roles selling fixed and variable products.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2024 - Present · 1 yr 11 mos
Cetera Wealth Services, LLCBroker
March 2024 - Present · 2 yrs 2 mos
Cetera Wealth Services, LLC
March 2024 - Present · 2 yrs 2 mos
State Registrations4 states
CAFLGASC
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.