Bryan Charles Wiltfong

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

• 07/2016 → 01/2024
  Edward Jones
  St Louis, MO
• 09/2014 → 09/2016
  Dean Team Hyundai
  Ballwin, MO
• 01/2024 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 01/2024 → Present
  Ccr Wealth Management
  Columbia, MO
• 12/2023 → Present
  Missouri State High School Activities Association
  Columbia, MO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-02-10 → 2023-12-31
  Edward Jones
  Maryland Heights, MO
  Maryland Heights, MO

Other Businesses

NAME OF OTHER BUSINESS: CCR WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; NAME OF OTHER BUSINESS: MISSOURI STATE HIGH SCHOOL ACTIVITIES ASSOCIATION, INVESTMENT RELATED: NO, ADDRESS: 1 NORTH KEENE ST. COLUMBIA, MO 65201, NATURE OF BUSINESS: HS SPORTS, START DATE: 12/2023, POSITION/TITLE/RELATIONSHIP: OFFICIAL, APX NUMBER OF HOURS PER WEEK: 10, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OFFICIATING HIGH SCHOOL WRESTLING;

Exams

• S66 Uniform Combined State Law Examination
  2020-02-07