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Brittany A. Larson
CETERA INVESTMENT ADVISERS LLC
BROOMFIELD, CO 80020
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CRD#: 5685107
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Professional summary
Brittany A Larson is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Broomfield, Colorado and CETERA WEALTH SERVICES, LLC located in Broomfield, Colorado.
Brittany is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Brittany has worked at 4 firms and has passed the Series 66, Series 7TO, SIE 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) Larson Accounting Services LLC 6811 W 120th Ave Ste D~Broomfield~CO~80020~Accounting~Partner/General Partner~6/1/2016~10hrs~10hrs~Partner 2) Larson Tax and Financial, Inc 6811 W 120th Ave, Ste D~Broomfield~CO~80020~Tax Preparation/Accounting~Accountant/Bookkeeper~1/1/2004~160hrs~120hrs~Provide Tax Preparation and Accounting Services to Clients 3) RENTAL PROPERTY POSITION: Owner NATURE: Owner of a rental property. All management services including rental of unit, management of guests, maintenance of unit are cover by management company. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2024 ADDRESS: 740 Burbank Street, Broomfield CO 80020, United States DESCRIPTION: revenue received monthly, no responsibilities to rental unit other than paying payment, taxes, and insurance 4) LMT PROPERTIES POSITION: Owner NATURE: LLC that owns office condo, office condo rented to 3rd parties INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 1275 E 1st Ave, Unit C, Broomfield CO 80020, United States DESCRIPTION: None 5) LARSON WEALTH PLANNERS POSITION: Employee NATURE: Financial Planning and Investment Services INVESTMENT RELATED: No NUMBER OF HOURS: 128 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2022 ADDRESS: 1275 E 1st Ave, Unit C, Broomfield CO 80020, United States DESCRIPTION: Financial Planning and Investment Services
CRS (Client Relationship Summary) - RIA
Click below to view Brittany A Larson'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 740 Burbank Street, Broomfield, CO 80020RIA
CRD#: 105644
BROOMFIELD, CO
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 740 Burbank Street, Broomfield, CO 80020BD
CRD#: 13572
Broomfield, CO
Past
February 25, 2022 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Broomfield, CO
Past
October 10, 2012 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Broomfield, CO
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(9/5/2025)
RR
Colorado(9/5/2025)
IAR
Colorado(9/5/2025)
RR
Connecticut(9/5/2025)
RR
Florida(9/5/2025)
RR
Illinois(9/5/2025)
RR
Kansas(9/5/2025)
RR
Minnesota(9/5/2025)
RR
Nebraska(9/5/2025)
RR
Nevada(9/5/2025)
RR
New Jersey(9/5/2025)
RR
Ohio(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Virginia(9/5/2025)
RR
Washington(9/5/2025)
RR
Wyoming(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/13/2020
General Securities Representative ExaminationGeneral 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#: 105644Broomfield, CO 80020TRUST BUT VERIFY
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