Brett
Clemens

Cetera Investment Advisers LLC

CRD#7836740
Investment Advisor
in Liberty, MO

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About this Advisor

Brett Clemens is a financial advisor based in Liberty, Missouri, working with Cetera Investment Advisers LLC. Brett has previously held positions at Gospel Missionary Union, Hallmark Cards, Green Wealth Management, LLC, Cetera Advisors LLC, Spencer Financial Services, Cetera Advisors, Cetera Investment Advisers LLC, and Mont Wealth. Brett has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Brett is part of Cetera Investment Advisers LLC, which operates out of Liberty, Missouri. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

1135 W. Kansas Street
Liberty, MO 64068

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

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

6,648

MO Average: 44
Total Number of Accounts

423,554

MO Average: 2,564
Average Account Size

$246,648

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

Brett Clemens Work History

2024 - Present (1 year)

Cetera Advisors LLC

2024 - Present (1 year)

Cetera Investment Advisers LLC

2024 - Present (1 year)

Mont Wealth

2023 - Present (2 years)

Spencer Financial Services

2023 - 2024 (1 year)

Green Wealth Management, LLC

2023 - 2024 (1 year)

Cetera Advisors

2016 - 2023 (7 years)

Gospel Missionary Union

2007 - 2016 (9 years)

Hallmark Cards

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brett Clemens 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

Douglas Cole
Tempe, AZ
Robert Westbrook
Scottsdale, AZ
Karen Hill
Spring Lake, MI
Charles Wurdack
Westlake, OH
Steven Marantz
Dalton, MA
Tanner Leary
Richmond, VA
James Cranford
Texarkana, TX
Cindy Sipkin
Uniondale, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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