Brian Craig Moshenko

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

• 12/1999 → Present
  Moshenko & Associates
  Laguna Hills, CA
• 08/2002 → 09/2025
  Avantax Investment Services, Inc.
  Laguna Hills, CA
• 06/2003 → 09/2025
  Avantax Advisory Services
  Laguna Hills, CA
• 12/1999 → Present
  Moshenko & Associates Inc.
  Laguna Hills, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2003-06-30 → 2025-09-05
  Avantax Advisory Services
  Laguna Hills, CA

Other Businesses

1) Moshenko & Associates Inc.~23197 La Cadena Dr, Suite #101~Laguna Hil~CA~92653~Tax Preparation/Accounting~President~1/1/2003~160hrs~140hrs~Meeting with clients, accounting and tax preparation. 2) LAGUNA NIGUEL ROLLING HILLS COMMUNITY ASSOCIATION POSITION: BOARD MEMBER NATURE: I would be one of 5 board members that will oversee the homeowners association in which I live. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/25/2023 ADDRESS: LAGUNA NIGUEL ROLLING HILLS COMMUNITY ASSOCIATION, Laguna Niguel CA 92677, United States DESCRIPTION: Attend monthly meetings, review board package and vote on items that help manage the homeowners association. 3) MOSHENKO & ASSOCIATES INC. POSITION: Owner NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 75 START DATE: 12/15/1999 ADDRESS: 23197 La Cadena Dr. Suite#101, Laguna Hills CA 92653, United States DESCRIPTION: Meet with Clients, prepare taxes, enter bookkeeping in QuickBooks and prepare and file Payroll and Sales Tax forms. 4)DESERT OASIS INC.; TREASURER; Board Position/Officer; NIR; 1; 01/24/2019; SALT LAKE CITY UT 84121; AS ELECTED TREASURER I WOULD DEPOSIT THE ANNUAL DUES AND WRITE CHECKS TO PAY THE BILLS.

Exams

• S66 Uniform Combined State Law Examination
  2003-02-20

Other Names

• Brian Robert Moshenko