Bryce Everett Kershner

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

• 05/2014 → Present
  Kershner Ranch Llc
  Jordan Valley, OR
• 02/2017 → Present
  Parker Advisors
  Homedale, ID
• 02/2017 → 09/2025
  Avantax Investment Services, Inc.
  Homedale, ID
• 04/2020 → 09/2025
  Avantax Advisory Services
  Homedale, ID
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Homedale, ID
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-04-02 → 2025-09-05
  Avantax Advisory Services
  Homedale, ID
  Dallas, TX
  Jordan Valley, OR

Other Businesses

1)Parker Advisors~'NIR'~19 East Wyoming Ave~Homedale~ID~63628~Accounting Services/Tax Preparation~Independent Contractor~2/1/2017~80hrs~40hrs~I assist in client acquisition, organize marketing efforts, and assist the senior advisor in client service. I assist in producing appropriate plans for clients, which includes research, client risk tolerance and evaluation, and implementation and follow-up with the client. 2)Kershner Ranch LLC~'NIR'~11747 Flint Creek Rd~Jordan Valley~OR~97910~Other~Owner/Sole Proprietor~5/1/2014~80hrs~40hrs~Handle operational duties for cattle production. Maintenance on equipment and facilities. Hiring/firing of employees 3)TAX FREEDOM BUILDERS POSITION: Contributor NATURE: Our goal through Tax Freedom Builders is to help educate potential wealth management clients regarding tax smart strategies and proactive financial planning. Tax Freedom Builders will offer a tiered fee for plan program. In this program three types of financial plans will be offered varying in scope and complexity. Details regarding the plans are found in question 5. INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 19 E Wyoming Ave, Homedale ID 83628, United States DESCRIPTION: My duties involve curating educational content, building networks with potential clients, maintain a consistent brand voice across all platforms, including social media, blogs, and potential client communications.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-07