Bryan
Barts

Cetera Investment Advisers LLC

CRD#6002260
Investment Advisor
in Saint Louis, MO

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About this Advisor

Bryan Barts is a certified financial planner who works out of Saint Louis, Missouri, with 2 years of relevant experience. Barts works at Cetera Investment Advisers LLC. Their career trajectory has included roles at Enterprise Bank & Trust, Walnut Street Securities, Vicus Capital, Inc (Formerly Pfg Financial Advisors), Cetera Advisor Networks LLC, Cetera Investment Advisers LLC and Cetera Investment Services LLC. Barts maintains 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 business headquartered in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 people on staff. It has $33 billion in total assets among its 176,986 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 431 charitable organizations. Of its 176,986 accounts, 23% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a number 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. Financial advisory fee schedules depend on which services the firm provides the client. Fee types charged by Cetera Investment Advisers LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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

150 North Meramec Ave, Suite Wpg
Saint Louis, MO 63105

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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

Bryan Barts Work History

Bryan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cetera Investment Advisers LLC

2021 - Present (3 years)

Cetera Investment Services LLC

2013 - Present (11 years)

Cetera Advisor Networks LLC

2012 - Present (12 years)

Enterprise Bank & Trust

2013 - 2013 (< 1 year)

Walnut Street Securities

2013 - 2021 (8 years)

Vicus Capital, Inc (Formerly Pfg Financial Advisors)

*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 Bryan Barts 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

Michelle Yang
San Marino, CA
Christopher Debeikes
Medford, OR
Erin Mcclain
Philadelphia, PA
Howard Hsieh
Irvine, CA
Stuart Wilson
Athens, AL
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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