Brecken Kanz

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

• 01/2019 → Present
  Michelin
  Trinity, FL
• 01/2017 → 01/2019
  In-Tech Automotive
  Greer, SC
• 08/2013 → 12/2016
  Siemens
  Orlando, FL
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: MICHELIN; INVESTMENT RELATED: NO; ADDRESS: TRINITY, FL 34655; NATURE OF BUSINESS: MOBILITY / TIRES; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: DESIGN ENGINEER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR DESIGNING INTERNAL GEOMETRY OF TIRES AND SUPPORTING DEVELOPMENT OF NEW TIRE LINES; 2. NAME OF OTHER BUSINESS: THE CONTINUING EDUCATION ACADEMY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: STATE APPROVED CONTINUING EDUCATION FOR LICENSED CONTRACTORS; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: PARTICIPANT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: INVITING LICENSED CONTRACTORS TO STATE APPROVED CONTINUING EDUCATION CLASSES; 3. NAME OF OTHER BUSINESS: OMNI RESOURCE GROUP; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BUSINESS MANAGEMENT CONSULTING SERVICES; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: BUSINESS CONSULTANT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: REFERRING CLIENTS FOR BUSINESS MANAGEMENT CONSULTING SERVICES; 4. NAME OF OTHER BUSINESS: OMNI FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SALE AND SERVICES OF FIXED AND VARIABLE PRODUCTS; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 28; BRIEF DESCRIPTION OF DUTIES: SALE AND SERVICES OF FIXED AND VARIABLE PRODUCTS

Exams

• S66 Uniform Combined State Law Examination
  2024-06-14