Beau
Barrett

Cetera Investment Advisers LLC

CRD#5025122
Investment Advisor
in Springfield, MO

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About this Advisor

Beau Barrett is a financial advisor working in Springfield, Missouri who has 17 years of relevant experience. Barrett is an employee of Cetera Investment Advisers LLC. Over the course of their career, they have held roles at Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Kpm Wealth Advisors, LLC and Kpm Cpas. Barrett holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Missouri. Cetera Investment Advisers LLC is a registered investment business headquartered in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 financial advisors. It has $33 billion in assets between its 176,986 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 431 charities and foundations. Of its 176,986 client accounts, 23% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Cetera Investment Advisers LLC performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely are based on which services the firm provides the client. Fee types billed by Cetera Investment Advisers LLC can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1445 East Republic Road
Springfield, MO 65804

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

MO Average: $6,674,516,078
Total Number of Employees

3,094

MO Average: 44
Total Number of Accounts

176,986

MO Average: 2,564
Average Account Size

$188,469

MO Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Beau Barrett Work History

Beau has been registered as a financial advisor for 17 years.*

2012 - Present (12 years)

Kpm Wealth Advisors, LLC

2012 - Present (12 years)

Kpm Cpas

2006 - Present (18 years)

Cetera Investment Advisers LLC

2005 - Present (19 years)

Cetera Financial Specialists LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Beau Barrett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Stuart Wilson
Athens, AL
Christopher Debeikes
Medford, OR
Howard Hsieh
Irvine, CA
Michelle Yang
San Marino, CA
Eric Siegeltuch
Yonkers, NY
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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