Briana Oltmann

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

• 08/2004 → 11/2020
  Charles E Willimas & Associates
  Johnstown, OH
• 06/2007 → 09/2025
  Avantax Investment Services, Inc.
  Jonhstown, OH
• 02/2015 → 09/2025
  Avantax Advisory Services
  Johnstown, OH
• 06/2016 → Present
  Charles E. Williams & Associats Inc
  Johnstown, OH
• 11/2019 → 09/2025
  Avantax Insurance Agency, Llc
  Johnstown, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Johnstown, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-02-12 → 2025-09-05
  Avantax Advisory Services
  Johnstown, OH
  Johnstown, OH
  Dallas, TX

Other Businesses

1) Allianz Life Insurance Company of North America 5701 Golden Hills Dr. Minneapolis MN 55416 Insurance Agent Insurance Sales Agent 6/1/2016 10hrs~10hrs Offering annuity and insurance products to clients based on their financial situation and goals. 2) Charles E. Williams & Associates, Inc 27 E. Coshocton St. Johnstown OH 43031 Accounting Tax Preparation/Accounting 6/1/2016 80hrs~80hrs Management and execution of tax and accounting services for clients. 3) Lincoln Financial Distributors 350 Church St Hartford CT 06103 Insurance Agent Insurance Sales Agent 6/1/2016 10hrs~10hrs Offering annuity and insurance products to clients based on their financial situation and goals. 4) Sammons Retirement Solution 5801 SW 6th Ave Topeka KS 66636 Insurance Agent Insurance Sales Agent 8/16/2016 5hrs~5hrs Provide annuity products to client's as they fit their retirement/financial goals. 5) Thefamilybusinesslife.com 27 E. Coshocton St. Johnstown OH 43031 Writer/Publisher Owner/Sole Proprietor 8/1/2016 25hrs~0hrs Writing a blog about family, family business, and lifestyle 6) MARY E. BABCOCK FOUNDATION POSITION: Director (Board of Directors) NATURE: I am a member of the board of directors. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 57 S. Main Street, Johnstown OH 43031-0545, United States DESCRIPTION: I will help oversee funding of educational and cultural projects in the Johnstown, OH area. 7) 27 E COSHOCTON LLC POSITION: sole member NATURE: Owns the building at 27 E. Coshocton Street Johnstown, OH 43031rented by Charles E. Williams & Associates, Inc (dba CE Williams Financial) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/08/2022 ADDRESS: 27 E. Coshocton Street, Johnstown OH 43031-0545, United States DESCRIPTION: As a single-member LLC, I bought the office building where my company is located. My main duty is to pay the mortgage payment. 8) C.E. WILLIAMS & CO. FINANCIAL GROUP POSITION: CEO NATURE: DBA for Charles E. Williams & Associates, Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2025 ADDRESS: 27 E. Coshocton Street, Johnstown OH 430310545, United States DESCRIPTION: Same as that ofCharles E. Williams & Associates, Inc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-13
• S63 Uniform Securities Agent State Law Examination
  2007-08-27

Designations

• Certified Financial Planner

Other Names

• Briana Williams