Bryan Henry Birrer

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

• 12/2013 → Present
  Kraig Kobert, Cpa, P.C.
  Jackson, WY
• 12/2013 → 09/2025
  Avantax Investment Services, Inc.
  Jackson, WY
• 07/2014 → 09/2025
  Avantax Advisory Services
  Jackson, WY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Jackson, WY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-08-30 → 2025-09-05
  Avantax Advisory Services
  Jackson, WY

Other Businesses

Kraig Kobert, CPA, P.C.~'NIR'~610 West Broadway, Suite 104~Jackson~WY~83001~Accounting/Bookkeeping (No Tax Preparation)~Accountant/Bookkeeper~12/1/2013~130hrs~65hrs~Perform accounting/tax services|I'M SINGLE, LLC~'IR'~110 Rancher St~Jackson~WY~83001~Other~Owner~2/9/2017~20hrs~20hrs~Investment Representative|

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-02-14