Bret Patrick Boudreaux

Employer firm

Pelican Investment Advisors, LLC CRD 313227

$129M regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2024 → 12/2025
  Cetera Advisors Llc
  St Cloud, MN
• 06/2020 → 12/2025
  Team225 First Option Mortgage
  Baton Rouge, LA
• 05/2024 → 02/2025
  Team225 Financial
  Baton Rouge, LA
• 07/2016 → 12/2019
  Dsld Mortgage
  Baton Rouge, LA
• 01/2020 → 06/2020
  Bank Of England Mortgage
  Prairieville, LA
• 10/2024 → 12/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2025 → Present
  Pelican Advisory Group
  Baton Rouge, LA
• 12/2025 → Present
  Pelican Investment Advisors
  Baton Rouge, LA

Previous Registrations

• 2024-10-30 → 2025-12-15
  Cetera Investment Advisers Llc
  Prairieville, LA
• 2015-05-19 → 2016-07-11
  Cetera Investment Advisers Llc
  Metairie, LA
• 2013-08-28 → 2014-02-28
  Osaic Wealth, Inc.
  Lafayette, LA
  Baton Rouge, LA
• 2013-07-26 → 2013-08-29
  Hancock Whitney Investment Services Inc.
  New Orleans, LA
  Baton Rouge, LA
  Baton Rouge, LA
  Baton Rouge, LA
  Baton Rouge, LA
  Baton Rouge, LA
• 2011-12-19 → 2013-08-23
  Oneamerica Securities, Inc.
  Baton Rouge, LA
• 2009-06-02 → 2011-12-21
  Lpl Financial Llc
  San Diego, CA
  Baton Rouge, LA
• 2006-10-13 → 2009-04-06
  Chase Investment Services Corp.
  Baton Rouge, LA
  Baton Rouge, LA
  Baton Rouge, LA

Other Businesses

1.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: 9373 BARINGER FOREMAN RD, STE 3D. BATON ROUGE, LA 70817, NATURE OF BUSINESS: FIXED INSURANCE, START DATE:04/2024, APX NUMBER OF HOURS PER WEEK: 6, APX NUMBER OF HOURS DURING TRADING HOURS: 1, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE; 2.NAME OF OTHER BUSINESS: TEAM225 FIRST OPTION MORTGAGE, INVESTMENT RELATED: NO, ADDRESS: 9373 BARINGER FOREMAN RD, STE 3D. BATON ROUGE, LA 70817, NATURE OF BUSINESS: MORTGAGE, START DATE: 06/2020, POSITION/TITLE/RELATIONSHIP: PRODUCING BRANCH MANAGER, APX NUMBER OF HOURS PER WEEK: 30, APX NUMBER OF HOURS DURING TRADING HOURS: 25, BRIEF DESCRIPTION OF DUTIES: RECOMMENDING MORTGAGE SOLUTIONS. MANAGING OTHER LOAN ORIGINATORS AND OPERATIONS STAFF; 3. NAME OF OTHER BUSINESS: TG334 LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: RENTAL REAL ESTATE START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: MANAGER/MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OWNER OF CONDO FOR SHORT TERM RENTAL ;

Exams

• S66 Uniform Combined State Law Examination
  2024-09-25