Brandon Jacob Turnbull

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

• 12/2017 → 05/2019
  Morgan Stanley
  Norton Shores, MI
• 07/2017 → 12/2017
  Wilbur Products
  Muskegon, MI
• 01/2014 → 06/2017
  Swan Valley School District
  Sagainaw, MI
• 02/2018 → 05/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 05/2019 → 06/2021
  Voya Financial Advisors, Inc.
  Muskegon, MI
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-05-17 → 2021-06-09
  Voya Financial Advisors, Inc.
  Muskegon, MI
  Northville, MI
  Marinette, WI
• 2018-02-05 → 2019-05-14
  Morgan Stanley
  Muskegon, MI

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 05/2019 APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE & FIXED ANNUITIES; 2. NAME OF OTHER BUSINESS: TURNBULL VENTURES, LLC; DBA MILLENNIUM CAPITAL MANAGEMENT; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2022, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: SALE AND SERVICE INSURANCE AND SECURITIES PRODUCTS, DBA FOR FINANCIAL SERVICES; 3. NAME OF ENTITY: Millennium Consulting; No; 200 Viridian Drive Ste 131; Muskegon; MI; 49440; Business consulting; Owner; 1/1/2020; 5; 0; Providing operational, efficiency, and general business management consulting; 4. NAME OF OTHER BUSINESS: ROTARY CLUB OF MUSKEGON; INVESTMENT RELATED: NO; ADDRESS: P.O. BOX 0066, MUSKEGON, MI 49443; NATURE OF BUSINESS: BOARD; START DATE: 1/2024; POSITION/TITLE/RELATIONSHIP: CLUB DIRECTOR; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: CONTRIBUTE TOWARD THE SUCCESS OF THE VISION, GOALS AND ACTIVITIES OF THE CLUB; 5. NAME OF OTHER BUSINESS: BRANDON TURNBULL; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LONG-FORM WRITTEN CONTENT; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: AUTHOR/PUBLISHER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: CREATE, WRITE, AND PUBLISH LONG-FORM WRITTEN CONTENT ON SUBSTACK;

Exams

• S66 Uniform Combined State Law Examination
  2018-02-05