Brian Kirk Vieselmeyer

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

• 05/2009 → 03/2019
  Massmutual Life Insurance Co
  Tarrytown, NY
• 06/2009 → 03/2019
  Mml Investors Services, Llc
  Tarrytown, NY
• 04/2019 → 12/2024
  National Life Group
  Armonk, NY
• 04/2019 → 12/2024
  Equity Services, Inc
  Montpelier, VT
• 05/2019 → Present
  Corporate Plans Retirement Strategies Llc
  Armonk, NY
• 01/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-04-04 → 2025-02-18
  Equity Services, Inc.
  White Plains, NY
  Armonk, NY
  Latham, NY
• 2016-03-17 → 2019-04-02
  Mml Investors Services, Llc
  Tarrytown, NY

Other Businesses

1. NAME OF OTHER BUSINESS: CORPORATE PLANS RETIREMENT STRATEGIES LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LLC, WE USE TO MARKET AND PAY STAFF START DATE: 05/2019 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 50 BRIEF DESCRIPTION OF DUTIES: PARTNER IN DBA; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERD LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 05/2009 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: WESTCHESTER HILLS GOLF COMMITTEE; INVESTMENT RELATED: NO; ADDRESS: 401 RIDGEWAY, WHITE PLAINS, NY 10605; NATURE OF BUSINESS: BOARD; START DATE: 4/2026; POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP GREEN'S CHAIRMAN MANAGE GOLF COURSE MAINTENANCE;

Exams

• S66 Uniform Combined State Law Examination
  2006-09-13
• S63 Uniform Securities Agent State Law Examination
  2005-12-14

Other Names

• Brian Vieselmeyer