Unclaimed
Ross Alan Brenneman is a financial advisor with Cetera Investment Advisers LLC. Ross has been in the financial services industry since 2013 and is registered in 22 states. Ross holds the Series 66, Series 7 and SIE licenses. Ross works with individuals, corporations, charitable organizations, and retirement plans. Ross offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Ross is also a member of the Gift of Adoption, Nebraska & Iowa Chapter board.
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.
1
2
NE
08/10/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
06/07/2013 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 06/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ross Brenneman is the right advisor for you? Invested Better is here to help.