BS
CFP
BS
CFP

Brian Schneider

13 Years of Experience
Fort Smith, AR
Broker

Brian Schneider is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fort Smith, AR, with 13 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

602 Garrison Ave, Fort Smith, AR, 72901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is the Director of Wealth Services and manages the Trust Department at First National Bank of Fort Smith, focusing on profitability, sales leadership, and oversight. He also serves as a volunteer board member for Mercy Foundation, dedicating minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2019 - Present · 7 yrs 1 mo
Cetera Investment Services LLCBroker
March 2019 - Present · 7 yrs 1 mo
Previous Registrations
Arvest Wealth ManagementBroker
January 2013 - March 2019 · 6 yrs 2 mos
Arvest Wealth Management
January 2013 - March 2019 · 6 yrs 2 mos
State Registrations2 states
AROK
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brian Schneider - Financial Advisor | TrueAdvisor