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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brechbuhl is an investment advisor representative with Cetera Investment Advisers LLC. David has been in the financial services industry since 2003. David has earned the Series 7, Series 63 and Series 65 licenses and the SIE exam. David is registered to provide advisory services in California, Illinois, Indiana, New Jersey, Texas. David has experience working with clients in a variety of fields, including insurance companies, investment companies, charitable organizations, high net worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities. David's current firm, Cetera Investment Advisers LLC, has over 5400 licensed agents, over 6600 investment advisor representatives, and over 6600 registered representatives.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
01/03/2024 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
IN
06/24/2013 - 02/17/2015
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
PA
12/20/2010 - 08/02/2011
PNC INVESTMENTS (PITTSBURGH PA)
IN
11/13/2009 - 12/31/2009
PNC INVESTMENTS (INDIANAPOLIS IN)
IN
08/26/2003 - 11/13/2009
NATCITY INVESTMENTS, INC. (INDIANAPOLIS IN)
IL
08/18/2003 - 08/26/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
07/01/2003 - 08/12/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/19/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 2/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/2/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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