Brian E Orr

Current Employers

Employment History

• 07/2013 → 02/2019
  Equity Bank
  Lees Summit, MO
• 07/2013 → 12/2017
  Invest Financial Corporation
  Tampa, FL
• 01/2018 → 02/2019
  Cetera Investment Advisers Llc
  Lees Summit, MO
• 01/2018 → 02/2019
  Cetera Investment Services Llc
  St. Cloud, MN
• 12/2019 → 04/2021
  Securities America, Inc.
  Lees Summit, MO
• 11/2019 → 11/2021
  Pfg Advisors
  Lees Summit, MO
• 03/2019 → 08/2019
  Bankers Life
  Lees Summit, MO
• 09/2019 → 10/2019
  Unemployed
  Lees Summit, MO
• 01/2022 → 12/2023
  Cetera Investment Services Llc
  St Cloud, MN
• 01/2022 → 12/2023
  Cetera Investment Advisors Llc
  Lees Summitt, MO
• 01/2024 → 08/2024
  Corefirst Bank &Trust
  Topeka, KS
• 01/2024 → 08/2024
  Cetera Investment Services Llc
  St Cloud, MN
• 01/2024 → 08/2024
  Cetera Investment Advisers Llc
  Topeka, KS
• 02/2025 → Present
  Avantax Investment Services, Inc.
  Dallas, TX
• 02/2025 → Present
  Avantax Advisory Services
  Dallas, TX
• 08/2024 → 02/2025
  Unemployed
  Lee's Summit, MO
• 03/2025 → Present
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Dallas, TX
• 03/2025 → Present
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Dallas, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-03-10 → 2025-09-05
  Avantax Advisory Services
  Lee's Summit, MO
• 2024-01-02 → 2024-08-22
  Cetera Investment Advisers Llc
  Topeka, KS
• 2022-02-09 → 2023-12-04
  Cetera Investment Advisers Llc
  Lees Summit, MO
• 2020-02-18 → 2021-12-09
  Pfg Advisors
  Lee's Summit, MO
  Phoenix, AZ
• 2019-03-11 → 2019-08-28
  Bankers Life Advisory Services, Inc.
  Lee's Summit, MO
  Chicago, IL
  Lee's Summit, MO
• 2018-01-02 → 2019-02-19
  Cetera Investment Advisers Llc
  Lees Summit, MO
• 2013-07-24 → 2017-12-31
  Invest Financial Corporation
  Lees Summit, MO
  Higginsville, MO
  Clinton, MO
  Overland Park, KS
  Warrensburg, MO
  Lees Summit, MO
  Appleton, WI
  Lees Summit, MO
  Warsaw, MO
  Windsor, MO
  Knob Noster, MO
  Sweet Springs, MO
  Overland Park, KS
  Berryville, AR
  Eureka Springs, AR
  Coffeyville, KS
  Pittsburg, KS
  Newdesha, KS
  Pea Ridge, AR
  Harrison, AR
  Independence, KS
  Kansas City, MO
  Harrison, AR
  Wichita, KS
  Andover, KS
  Wichita, KS
  Wichita, KS
• 2010-06-21 → 2013-07-24
  Walnut Street Securities, Inc.
  Lees Summit, MO
  Overland Park, KS
• 2010-03-03 → 2010-06-21
  Kestra Investment Services, Llc
  Lee'S Summit, MO
  Austin, TX
  Lee'S Summit, MO
• 2009-10-23 → 2009-11-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  Overland Park, KS
• 2006-04-03 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Charlotte, NC
  Boston, MA
  Overland Park, KS
  Boston, MA

Other Businesses

1.) MEMBER OF INVESTMENT COMMITTEE FOR LEES SUMMIT COMMUNITY CHURCH, OVERSIGHT TO THIRD PARTY WHO MANAGES THE CHURCH'S FINANCES, 1/HR/WK

Exams

• S66 Uniform Combined State Law Examination
  2006-03-31
• S63 Uniform Securities Agent State Law Examination
  1996-04-12

Designations

Other Names

• Brian Edward Orr