BC
BC

Brett Clemens

2 Years of Experience
Liberty, MO
Broker

Brett Clemens is a registered investment advisor at Cetera Investment Advisers LLC, based in Liberty, MO, with 2 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

1135 W. Kansas Street, Liberty, MO, 64068

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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 Activities

Brett operates under the DBAs Spencer Financial Services and Mont Wealth as a financial professional, dedicating a significant amount of time to these activities. He also works as a lesson instructor for Frontier Mission Fellowship, spending minimal time on this non-investment related role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
March 2024 - April 2024 · 1 mo
State Registrations10 states
ALCACOFLIDKSLAMONHNY
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.