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Brian S. Olmstead
CETERA INVESTMENT ADVISERS LLC
EL DORADO HILLS, CA 95762
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CRD#: 3027775
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Professional summary
Brian Scott Olmstead, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in El Dorado Hills, California and CETERA WEALTH SERVICES, LLC located in El Dorado Hills, California.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Brian has worked at 2 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53, Series 51 and Series 24 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) FIXED INSURANCE SALES; LIFE AND ANNUITIES. (2) NAME OF OTHER BUSINESS: MAMMEN FINANCIAL SERVICES INC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: CORPORATION ; START DATE: 08/2002 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: PROCESS PAYROLL, PAY RENT, INFORMATIONAL NEWSLETTER ;
CRS (Client Relationship Summary) - RIA
Click below to view Brian Scott 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: 2007
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1107 Investment Blvd Ste 145, El Dorado Hills, CA 95762RIA
CRD#: 105644
EL DORADO HILLS, CA
Current
April 3, 1998 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1107 Investment Blvd Ste 145, El Dorado Hills, CA 95762BD
CRD#: 13572
El Dorado Hills, CA
Past
April 21, 2000 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
PLACERVILLE, CA
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
Arizona(11/12/2018)
RR
Arkansas(1/3/2023)
RR
California(4/16/1998)
IAR
California(6/29/2023)
RR
Colorado(1/3/2023)
RR
Florida(8/14/2013)
RR
Hawaii(6/21/2023)
RR
Idaho(8/1/2018)
RR
Illinois(10/1/2018)
RR
Kansas(1/3/2023)
RR
Louisiana(1/3/2023)
RR
Maryland(1/3/2023)
RR
Massachusetts(1/7/2020)
RR
Minnesota(1/3/2023)
RR
Missouri(8/9/2022)
RR
Montana(9/7/2021)
RR
Nevada(9/10/2019)
RR
New Mexico(1/3/2023)
RR
North Carolina(10/13/2022)
RR
North Dakota(11/2/2016)
RR
Oklahoma(1/3/2023)
RR
Oregon(3/18/2013)
RR
Pennsylvania(1/31/2023)
RR
Tennessee(2/20/2025)
RR
Texas(1/4/2018)
IAR
Texas(6/29/2023)
RR
Utah(9/20/2016)
RR
Washington(1/3/2023)
RR
Wisconsin(1/3/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory 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#: 105644El Dorado Hills, CA 95762TRUST BUT VERIFY
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