Brett Clemens (CRD# 7836740) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Liberty, MO and has 1 year of experience in the finance industry.
CRD# 6330565
Creative Planning
CRD# 6202919
Equitable Advisors, LLC
CRD# 2279746
Copper Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
| Cetera Advisors LLC | St Cloud, MN | Feb 2024 - Current | < 1 |
| Spencer Financial Services | Liberty, MO | Nov 2023 - Current | < 1 |
| Green Wealth Management, LLC | Liberty, MO | Nov 2023 - Feb 2024 | < 1 |
| Cetera Advisors | St Cloud, MN | Nov 2023 - Feb 2024 | < 1 |
| Gospel Missionary Union | Kansas City, MO | Oct 2016 - Oct 2023 | 7 |
| Hallmark Cards | Kansas City, MO | Jan 2007 - Oct 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- MO
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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