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Brendan R Furtek

Cetera Investment Advisers LLC

Concord, NH

CRD 7713550

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-07-31
  • NH RA
    APPROVED
    Since 2026-07-31

Branch Locations

11 Triangle Park Drive, Concord, NH 03301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Investment Services Llc St Cloud MN 03/2023 Present
Bank Of New Hampshire Littleton NH 03/2018 09/2021
Bank Of New Hampshire Concord NH 09/2021 Present
Morrison Nursing Home Whitefield NH 09/2016 03/2018
Cetera Investment Services St Cloud MN 09/2023 Present
Cetera Investment Advisers Llc Concord NH 07/2026 Present
  • 03/2023 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 03/2018 → 09/2021
    Bank Of New Hampshire
    Littleton, NH
  • 09/2021 → Present
    Bank Of New Hampshire
    Concord, NH
  • 09/2016 → 03/2018
    Morrison Nursing Home
    Whitefield, NH
  • 09/2023 → Present
    Cetera Investment Services
    St Cloud, MN
  • 07/2026 → Present
    Cetera Investment Advisers Llc
    Concord, NH
Other Businesses

SALE OF FIXED INSURANCE BUSINESS TO BE WRITTEN THROUGH BANK OF NEW HAMPSHIRE AND JBC COMPANIES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-31
S63 Uniform Securities Agent State Law Examination 2024-02-16
  • S65 Uniform Investment Adviser Law Examination
    2026-07-31
  • S63 Uniform Securities Agent State Law Examination
    2024-02-16

View on SEC IAPD

Nearby Firms

UBS FINANCIAL SERVICES INC.
FOCUS PARTNERS WEALTH, LLC
EDWARD JONES

Nearby Investors

ADAM JOSEPH RUEDIG
WILLIAM DAVIS CHAPIN
PAUL BASIL MAKRIS

Nearby Offices

UBS FINANCIAL SERVICES INC. · CONCORD, NH
FOCUS PARTNERS WEALTH, LLC · Concord, NH
EDWARD JONES · CONCORD, NH

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