Brianna Elizabeth Wirfs

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

• 05/2019 → 01/2025
  Lincoln Financial Advisors
  Vienna, VA
• 03/2017 → 01/2019
  Cno Inc
  Owings Mills, MD
• 08/2018 → 11/2018
  Wal-Mart
  Mount Airy, MD
• 02/2016 → 03/2017
  Bankers Life & Casualty
  Timonium, MD
• 07/2016 → 09/2017
  Burger King
  Mount Airy, MD
• 01/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2019 → Present
  Jonathan Bulman - Bulman Financial
  Chevy Chase, MD

Previous Registrations

• 2025-01-24 → 2025-01-30
  Osaic Wealth, Inc.
  Vienna, VA
• 2019-09-20 → 2025-01-24
  Osaic Fa, Inc.
  Rockville, MD
  Vienna, VA

Other Businesses

1. NAME OF OTHER BUSINESS: JONATHAN BULMAN - BULMAN FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2019 POSITION/TITLE/RELATIONSHIP: OPERATIONS MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: RUN THE PRACTICE, HANDLE SERVICING; 2. NAME OF OTHER BUSINESS: CENTRAL CARROLL SOCCER CLUB; INVESTMENT RELATED: NO; ADDRESS: 2316 SYKESVILLE RD WESTMINSTER, MD 21157; NATURE OF BUSINESS: NON PROFIT; START DATE: 03/2025; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MANAGE CARDING THROUGH THE STATE SOCCER ASSOCATION FOR PLAYERS, MANAGE THE TEAMSNAP APPLICATION FOR ROSTERING AND TRYOUTS;

Exams

• S66 Uniform Combined State Law Examination
  2019-09-19

Other Names

• Brianna Velazquez-Feliciano
• Brianna Elizabeth Velazquez-Feliciano
• Brianna Mendoza-Velasco
• Brianna Mcdaniel