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Bryan Leonard Luna

Cetera Investment Advisers LLC

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About Bryan Leonard Luna

Bryan Luna is an investment advisor representative associated with Cetera Investment Advisers LLC. Bryan has been in the industry for seven years. Bryan's qualifications include passing the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Bryan is registered in 21 states and is licensed as an agent/broker in Nebraska and Missouri. Bryan has prior work experience with Securian Financial Services Inc., Minnesota Life Insurance Company, Renaissance Financial Corporation, and Monsanto Company. Bryan also has experience with co-op insurance and R.F. Brokerage, both of which were fixed insurance sales roles.

Firm Information

Bryan Luna is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. The firm offers a wide range of financial planning and investment advisory services to individuals, corporations, pension plans, and charitable organizations. Cetera manages over $104 billion in assets for clients. The firm has a large network of licensed financial advisors and investment advisory representatives, serving over 423,000 clients across the country.
Cetera Investment Advisers LLC

1450 AMERICAN LANE

SCHAUMBURG, IL 60173-2096

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bryan Luna’s Registration & Firm History

NE

08/10/2023 - Present

Cetera Investment Advisers LLC (OMAHA NE)

NE

08/16/2016 - 08/10/2023

SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 09/03/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryan Leonard Luna.
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