Joseph Brusak

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

• 09/2015 → 09/2025
  Avantax Investment Services, Inc.
  Fallston, MD
• 01/2012 → 12/2021
  Brusak And Associates, Llc
  Fallston, MD
• 05/2011 → 07/2020
  Johns Hopkins University
  Nottingham, MD
• 05/2016 → 09/2025
  Avantax Advisory Services
  Fallston, MD
• 09/2015 → 12/2021
  Wegeler And Winter Cpas
  Fallston, MD
• 12/2017 → 09/2025
  Avantax Insurance Agency, Llc
  Fallston, MD
• 01/2022 → Present
  Bluemount Financial, Llc
  Fallston, MD
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Phoenix, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-05-18 → 2025-09-05
  Avantax Advisory Services
  Fallston, MD
  Dallas, TX
  Fallstown, MD
  Phoenix, MD

Other Businesses

1) BLUEMOUNT FINANCIAL, LLC POSITION: Owner NATURE: CPA Firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2022 ADDRESS: 1810 Bel Air Road, Suite 202, Fallston MD 21047, United States DESCRIPTION: Tax Preparation, Accounting, Payroll, Bookkeeping, Sales tax

Exams

• S66 Uniform Combined State Law Examination
  2015-07-23

Other Names

• Joseph Brusak
• Joseph John Brusak