Brian Edward Anderson

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

• 08/1999 → Present
  Anderson Financial
  St. Cloud, MN
• 09/2014 → Present
  Reliastar
  Buffalo, MN
• 09/2014 → 06/2021
  Voya Financial Advisors
  St Cloud, MN
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-01-30 → 2021-06-09
  Voya Financial Advisors, Inc.
  Brooklyn Park, MN
  St Cloud, MN
  St Cloud, MN
  Windsor, CT

Other Businesses

1.) NAME OF ENTITY: Anderson Financial; Yes; 130 PARK AVE S ST. CLOUD; ST. CLOUD; MN; 56301; DBA; Owner, independent agent; 1/1/1999; 160; 160; dba for fixed insurance sand securities sales| 2.) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 130 PARK AVE S; ST. CLOUD; MN; 56301; fixed insurance sales; INDEPENDENT INSURANCE AGENT; 12/7/1999; 160; 160; sales and service of fixed insurance products| 3.) NAME OF OTHER BUSINESS:BRIAN E. ANDERSON INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BUSINESS CORPORATION; START DATE : 2000; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: S CORP FOR TAX PURPOSES;

Exams

• S66 Uniform Combined State Law Examination
  1999-12-22