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Angela R Brill

Angela R. Brill

CETERA INVESTMENT ADVISERS LLC
OVERLAND PARK, KS 66210
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CRD#: 5317536
Angela R Brill

Professional summary


Angela R Brill, AIF®, CFP®, who also goes by Angela Rachelle White, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Overland Park, Kansas and CETERA ADVISORS LLC located in Overland Park, Kansas.

Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Angela has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Angela Rachelle White

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. PROSPERITY ADVISORS, LLC,; INVESTMENT RELATED; SAME AS OFFICE ADDRESS, DBA FOR FINANCIAL SERVICES; START 009/2025; 40 HOURS/WEEK DURING SECURITIES TRADING HOURS; CEO, MANAGER, BOARD OF DIRECTORS. DUTIES: CEO AND MANAGER, FINANCIAL ADVISOR, CONSULTANT AS CERTIFIED DIVORCE FINANCIAL ANALYST 2. PROSPERITY SHARED, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, SUB S CORP, STARTED 09/2025, POSITION/TITLE/RELATIONSHIP: POSITION: CHAIRMAN OF THE BOARD AND CEO; LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS; DESCRIPTION OF DUTIES: CORPORATION THAT OWNS PROSPERITY NETWORK OF ADVISORS, LLC. 3. NAME OF OTHER BUSINESS: PROSPERITY TAX CENTER, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX AND ACCOUNTING, START DATE: 03/2022, POSITION/TITLE/RELATIONSHIP: REFERRER, APX NUMBER OF HOURS PER WEEK: 2, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: REFER CLIENTS TO CPA; 4. NAME OF OTHER BUSINESS: PROSPERITY HOLDINGS, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: LLC, START DATE: 09/2025, PART OWNER AND MANAGER; APX NUMBER OF HOURS PER WEEK: 2, MAY BE DURING TRADING HOURS; DESCRIPTION OF DUTIES: LLC TO RECEIVE INCOME FROM PROSPERITY ADVISORS, LLC. 5. NAME OF OTHER BUSINESS: PROSPERITY CAPITAL INVESTMENT, INC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: HOLDING COMPANY, START DATE: 12/2022, POSITION/TITLE/RELATIONSHIP: RESIDENT AGENT, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY FOR INVESTMENTS; 6. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE:04/2011; APX NUMBER OF HOURS PER WEEK: 0.25; APX NUMBER OF HOURS DURING TRADING HOURS: 0.25; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Angela R Brill's CRS (Customer Relationship Summary).
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®
AIF®
CFP®

Start date: 2010

Experience


Current

March 21, 2024 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 10955 Lowell Ave Ste 900 910, 920, 100, And 200, Overland Park, KS, 66210Office #2: 275 Springside Dr Ste 270, Akron, OH 44333Office #3: 11595 N Meridian St Ste 300, Carmel, IN 46032
RIA
CRD#: 105644
OVERLAND PARK, KS
Current

July 20, 2007 - Present

CETERA ADVISORS LLC

Office #1: 10955 Lowell Ave Ste 900 910, 920, 100, & 200, Overland Park, KS, 66210Office #2: 11595 N Meridian St Ste 300, Carmel, IN 46032Office #3: 275 Springside Dr Ste 270, Akron, OH 44333
BD
CRD#: 10299
Overland Park, KS
Past

October 1, 2007 - March 21, 2024

CETERA ADVISORS LLC

RIA
CRD#: 10299
NAPLES, 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
Arizona
(1/15/2014)
RR
California
(1/15/2014)
RR
Colorado
(12/18/2013)
RR
Connecticut
(1/4/2022)
RR
Florida
(1/15/2014)
RR
Georgia
(1/5/2016)
RR
Indiana
(1/21/2022)
IAR
Indiana
(3/21/2024)
RR
Iowa
(1/4/2021)
RR
Kansas
(10/1/2007)
IAR
Kansas
(3/21/2024)
RR
Maryland
(1/15/2015)
RR
Massachusetts
(1/15/2014)
RR
Minnesota
(1/4/2018)
RR
Mississippi
(9/25/2025)
RR
Missouri
(1/2/2009)
RR
Nebraska
(1/15/2014)
RR
New Jersey
(1/16/2018)
RR
New Mexico
(1/10/2017)
RR
New York
(10/14/2025)
RR
North Carolina
(5/5/2014)
RR
Ohio
(2/14/2019)
IAR
Ohio
(3/21/2024)
RR
Oklahoma
(12/17/2013)
RR
Pennsylvania
(3/24/2025)
RR
South Carolina
(1/3/2020)
RR
Texas
(12/17/2013)
IAR
Texas
(3/21/2024)
RR
Virginia
(1/3/2017)
RR
Washington
(2/13/2019)
RR
Wisconsin
(1/15/2014)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/28/2007
Uniform Combined State Law Examination
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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management


Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
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.

Company Information


CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Overland Park, KS 66210

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