Bruce R. Olmstead
CETERA INVESTMENT ADVISERS LLC
Fayetteville, GA 30214
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CRD#: 2913890
Professional summary
Bruce Robert Olmstead, CFP®, who also goes by Bruce R Olmstead, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Fayetteville, Georgia and CETERA WEALTH SERVICES, LLC located in Fayetteville, Georgia.
Bruce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Bruce has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bruce R Olmstead
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) ANNUITY MARKETING SERVICES, INC.; SINCE 01/10/2003; 3368 BRENTWOOD DRIVE, BATON ROUGE, LA, 70809; AGENT; PRODUCER; 1 HOUR SPENT ON ACTIVITY PER MONTH, 1 HOUR SPENT ON ACTIVITY DURING TRADING HOURS (2) BRUCE R. OLMSTEAD, CFP; SINCE 08/21/2000; SAME AS BRANCH ADDRESS; CERTIFIED FINANCIAL PLANNER; COMPREHENSIVE FINANCIAL PLANNING; 3 HOURS SPENT ON ACTIVITY PER MONTH, 2 HOURS SPENT ON ACTIVITY DURING TRADING HOURS (3) CRUMP LIFE INSURANCE SERVICES; SINCE 10/30/2009; 1401 N. UNIVERSITY DRIVE, STE 502, CORAL SPRINGS, FL, 33071; AGENT; PRODUCER; 5 HOURS SPENT ON ACTIVITY PER MONTH, 3 HOURS SPENT ON ACTIVITY PER MONTH DURING TRADING HOURS (4) PALMER AGENCY; SINCE 03/22/2006; 1849 CLAIRMONT ROAD, DECATUR, GA, 30033; AGENT; PRODUCER; 1 HOUR SPENT ON ACTIVITY PER MONTH, 1 HOUR SPENT ON ACTIVITY PER MONTH DURING TRADING HOURS (5) NAME OF OTHER BUSINESS: MOM2MOM ATLANTA SOUTH, INC.; INVESTMENT RELATED: NO; ADDRESS: 125 WHITEGATE DR FAYETTEVILLE, GA 30215; NATURE OF BUSINESS: NON PROFIT; START DATE: 4/2021; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: OVERSIGHT AND ACCOUNTABILITY, MENTORING FOR YOUNG MOMS;
CRS (Client Relationship Summary) - RIA
Click below to view Bruce Robert Olmstead'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®
CFP®
Start date: 2000
Experience
Current
March 22, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 320 West Lanier Ave Suite 150, Fayetteville, GA 30214RIA
CRD#: 105644
Fayetteville, GA
Current
September 20, 2019 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 320 West Lanier Ave, Suite 150, Fayetteville, GA 30214BD
CRD#: 13572
Fayetteville, GA
Past
May 20, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
April 11, 2001 - May 20, 2021
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
FAYETTEVILLE, GA
Past
April 11, 2001 - September 20, 2019
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
Fayetteville, GA
Past
July 23, 1997 - April 23, 2001
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
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
Alabama(9/20/2019)
RR
Arkansas(11/6/2025)
RR
Colorado(7/17/2020)
RR
Florida(9/21/2019)
RR
Georgia(9/20/2019)
IAR
Georgia(3/22/2023)
RR
Illinois(11/9/2020)
RR
Kentucky(7/31/2025)
RR
Maryland(2/3/2022)
RR
Minnesota(9/20/2019)
RR
Nebraska(4/28/2021)
RR
North Carolina(9/20/2019)
RR
Oklahoma(9/20/2019)
RR
South Carolina(1/9/2023)
RR
Tennessee(9/14/2022)
RR
Texas(9/20/2019)
IAR
Texas(6/29/2023)
RR
Washington(4/17/2020)
RR
Wisconsin(2/20/2024)
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
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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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
