Brianna Lynn Ziegler

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

• 12/2017 → 02/2019
  Fidelity Brokerage Services, Llc
  Greenwood Village, CO
• 05/2015 → 11/2017
  Rt Course Wealth Management
  Colorado Springs, CO
• 12/2016 → 05/2017
  Wilklow & Associates, Cpa P.C.
  Colorado Springs, CO
• 10/2016 → 12/2016
  Barnes & Noble
  Colorado Springs, CO
• 06/2015 → 12/2016
  University Of Colorado Colorado Springs
  Colorado Springs, CO
• 05/2019 → 02/2025
  Concourse Financial Group Securities Inc
  Colorado Springs, CO
• 04/2019 → Present
  (Dba) Rt Course Wealth Management
  Colorado Springs, CO
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Colorado Springs, CO
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-03-05 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Colorado Springs, CO
  Birmingham, AL

Other Businesses

RT COURSE WEALTH MANAGEMENT LLC; Investment Related; 12325 Oracle Blvd Ste 121, Colorado Springs, CO 80921; Financial Services; Administrative Assistant; Start Date 05/2019; 10 hours per month with those 10 hours occurring during trading hours; Answering phone calls, data entry, calendar management, and para-planner duties as needed.

Exams

• S66 Uniform Combined State Law Examination
  2020-03-05
• S63 Uniform Securities Agent State Law Examination
  2018-01-24

Other Names

• Brianna Ziegler
• Brianna Anderson
• Brianna Anderson Ziegler
• Brianna Lynn Anderson