Brent Dee Larsen

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1987 → Present
  Self-Employed
  Vandenberg Village, CA
• 08/1989 → 09/2025
  Avantax Investment Services, Inc.
  Vandenberg Village, CA
• 09/1993 → 09/2025
  Avantax Advisory Services
  Santa Maria, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Mapleton, UT
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1993-08-11 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Santa Maria, CA
  Mapleton, UT
  Vandenberg Village, CA

Other Businesses

1) Associated Professional Advisors of Santa Maria, I; 205 Union Ave, Santa Maria, CA 93455; Tax Preparation/Accounting~Partner/General Partner; 10/1/1998; 128hrs; 80hrs; Acct, Bookkeeping, Tax prep, Partner. 2) Associated Professional Advisors, Inc.; 3769-A Constellation Rd, Lompoc, CA 93436; Tax Preparation/Accounting, President; 10/1/1986; 160hrs; 115hrs; Owner, tax preparation, wealth management. 3) Building Rental; 205 Union Ave, Santa Maria, CA 93455; Rental Property Owner/Management~Owner/Sole Proprietor; 1/1/1998; 5hrs; 0hrs; Provides mgmt for Commercial Rental unit which my living trust ownes

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-04-18

Designations

• Certified Financial Planner

Other Names

• Brent Dee Larsen