CB
CB
Charles Breske
47 Years of Experience
Meridian, ID
4 DisclosuresBrokerSells Insurance
Charles Breske is a registered investment advisor at Cetera Investment Advisers LLC, based in Meridian, ID, with 47 years of industry experience. Charles 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
Meridian, ID
Get directionsHistory
Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2005Denied
Customer Dispute
December 2002Settled
Customer Dispute
September 2001Settled
Customer Dispute
June 2001Closed-No Action
Other Business ActivitiesSells Insurance
Charles is the owner of Network Financial Associates since 1988, focusing on fixed insurance, life/annuities, and living trust creation. He also provides notary services for clients of the firm, dedicating a varying amount of time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
January 2004 - Present · 22 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
January 2004 - March 2024 · 20 yrs 2 mos
Ifg Advisory Services INC
May 2002 - January 2004 · 1 yr 8 mos
Ifg Network Securities, INC.Broker
April 1992 - January 2004 · 11 yrs 9 mos
Derand/pennington/bass, INC.Broker
November 1988 - June 1992 · 3 yrs 7 mos
U.S. Advisors, INC.Broker
April 1988 - November 1988 · 7 mos
Integrated Resources Equity CorporationBroker
December 1987 - April 1988 · 4 mos
Financial Planners Equity CorporationBroker
October 1986 - December 1987 · 1 yr 2 mos
Ids Life Insurance CompanyBroker
October 1978 - October 1986 · 8 yrs
Ids Marketing CorporationBroker
October 1978 - October 1986 · 8 yrs
Ids Financial Services INC.Broker
October 1978 - October 1986 · 8 yrs
American General Capital Planning, INC.Broker
May 1978 - November 1978 · 6 mos
State Registrations6 states
AZFLIDORTXUT
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.