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Brian A. Muehlenbeck
CETERA INVESTMENT ADVISERS LLC
BOCA RATON, FL 33433
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CRD#: 2160147
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Professional summary
Brian Allen Muehlenbeck is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Boca Raton, Florida and CETERA WEALTH SERVICES, LLC located in Boca Raton, Florida.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Brian has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) EVERSHORE FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/26/2021 ADDRESS: 3300 PGA Blvd, Palm Beach Gardens FL 33410, United States DESCRIPTION: Other: Fixed Annuity Fixed insurance 2) MUEHLENBECK FINANCIAL POSITION: Owner NATURE: For Accounting Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/17/2023 ADDRESS: 8452 CALABRIA LAKES DRIVE, BOYNTON BEACH FL 33473-4949, United States DESCRIPTION: Using business name for accounting purposes only. No stationary, no business cards, and no advertising 3) NAME OF OTHER BUSINESS: EVERSHORE FINANCIAL ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Brian Allen Muehlenbeck's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 3, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 7284 West Palmetto Park Road Suite 106, Boca Raton, FL 33433RIA
CRD#: 105644
BOCA RATON, FL
Current
June 21, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 7284 W Palmetto Park Rd Ste 106, Boca Raton, FL 33433BD
CRD#: 13572
Boca Raton, FL
Past
July 27, 2021 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
BOCA RATON, FL
Past
July 26, 2021 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
BOCA RATON, FL
Past
December 12, 2019 - September 16, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
BOCA RATON, FL
Past
March 10, 2010 - September 16, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
BOCA RATON, FL
Past
March 15, 2007 - March 11, 2010
AMFIN INVESTMENT SERVICES, INC.
BD
CRD#: 13945
BOCA RATON, FL
Past
July 4, 2006 - March 8, 2007
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
LAKE WORTH, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(6/21/2023)
IAR
Florida(7/3/2023)
RR
New York(8/10/2023)
RR
North Carolina(1/2/2025)
RR
Oregon(8/10/2023)
RR
Tennessee(1/2/2025)
RR
Texas(8/10/2023)
IAR
Texas(8/10/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Boca Raton, FL 33433TRUST BUT VERIFY
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