Bradi Jo Dahmen

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

• 08/2005 → Present
  Cordell Neher & Company Pllc
  Wenatchee, WA
• 10/2006 → 10/2019
  1St Global Capital Corp
  Wenatchee, WA
• 03/2007 → 09/2025
  Avantax Insurance Services, Inc.
  Wenatchee, WA
• 09/2010 → 10/2019
  1St Global Advisors, Inc.
  Wenatchee, WA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Wenatchee, WA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Wenatchee, WA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Wenatchee, WA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Wenatchee, WA
• 2010-09-13 → 2019-10-25
  1St Global Advisors Inc
  Wenatchee, WA

Other Businesses

1) CNC FINANCIAL GROUP LLC POSITION: DIRECTOR OF FINANCIAL SERVICES NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 08/08/2005 ADDRESS: Wenatchee WI 98801, United States DESCRIPTION: PROCESS APPLICATIONS AND SERVICE CLIENTS 2) CORDELL NEHER & COMPANY PLLC POSITION: Director of Financial Services NATURE: Financial services, sales and method 10 planning for all of CNCFG clients and potential clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 220 SECURITIES TRADING HOURS: 120 START DATE: 07/31/2005 ADDRESS: 175 E. Penny Road Suite 1, Wenatchee WA 98801, United States DESCRIPTION: Director of the Financial services team, making sure group adheres to compliance and process and assist clients in all areas of need which includes Method 10 planning.

Exams

• S66 Uniform Combined State Law Examination
  2010-09-01
• S63 Uniform Securities Agent State Law Examination
  2007-02-24

Other Names

• Bradi Jo Merritt
• Bradi Merritt Dahmen
• Bradi Merritt Dahmen