Brian Klimke

Employer firm

Cetera Investment Management LLC CRD 165436

1 advisory clients

Reported services (Item 5G)

• COMMENTARY ON GENERAL MARKET CONDITIONS, PROVIDE ASSET ALLOCATION AND MODEL PORTFOLIOS TO OTHER INVESTMENT 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

• 10/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2013 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 10/2013 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 07/2015 → Present
  Tower Square Investment Management Llc
  El Segundo, CA
• 01/2014 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2025 → 09/2025
  Avantax Investment Services Inc
  Dallas, TX

Previous Registrations

• 2009-12-07 → 2013-08-29
  Transamerica Financial Advisors, Llc
  Los Angeles, CA
  Los Angeles, CA
  St. Petersburg, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-12-12

Designations

• Chartered Financial Analyst

Other Names

• Brian Timothy Klimke