Brandon Bergeron

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

• 05/2026 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 05/2026 → Present
  Cetera Investment Advisers Llc
  New Orleans, LA
• 05/2026 → Present
  Hancock Whitney Bank
  New Orleans, LA
• 10/2019 → 05/2022
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2019 → 05/2022
  Gregory Ricks & Associates
  Metairie, LA
• 09/2018 → 12/2018
  First American Bank
  Vacherie, LA
• 10/2016 → 09/2018
  Gnc
  Thibodaux, LA
• 08/2013 → 12/2018
  Nicholls State University
  Thibodaux, LA
• 06/2022 → 07/2023
  Crescent Sterling, Ltd.
  Metairie, LA
• 08/2023 → 01/2025
  Wealthview Capital, Llc
  New Orleans, LA
• 02/2025 → 09/2025
  Cookson Peirce & Co., Inc.
  Pittsburgh, PA
• 09/2025 → 05/2026
  Ameriprise Financial Services Llc
  New Orleans, LA

Previous Registrations

• 2025-10-03 → 2026-05-21
  Ameriprise Financial Services, Llc
  New Orleans, LA
  Metairie, LA
• 2025-02-12 → 2025-06-13
  Cookson Peirce Wealth Management
  Pittsburgh, PA
  Greenville, SC
• 2023-08-28 → 2025-01-27
  Wealthview Capital, Llc
  Jackson, MS
  New Orleans, LA
• 2022-07-08 → 2023-07-24
  Crescent Sterling Ltd.
  Metairie, LA
• 2019-10-04 → 2022-05-13
  Ae Wealth Management, Llc
  Metairie, LA
  Gulfport, MS
  Mandevilla, LA
  Baton Rouge, LA

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-10-24
• S65 Uniform Investment Adviser Law Examination
  2019-09-25

Designations

• Certified Financial Planner

Other Names

• Brandon Allen Bergeron
• Brandon A Bergeron
• Brandon Bergeron