CB
Ciarra R. Brunn
CETERA INVESTMENT ADVISERS LLC
KENT, OH 44240
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CRD#: 6388727
CB
Professional summary
Ciarra Rose Brunn, CFP®, who also goes by Ciarra Rose Loudin, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Kent, Ohio and CETERA ADVISORS LLC located in Kent, Ohio.
Ciarra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Ciarra has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ciarra Rose Loudin
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. NAME OF OTHER BUSINESS: MARATHON FINANCIAL SERVICES, INC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES,INVESTMENTS AND INSURANCE; START DATE: 7/2020; POSITION/TITLE/RELATIONSHIP: OWNER/REGISTERED REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 45; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES, INVESTMENTS AND INSURANCE; 2. NAME OF OTHER BUSINESS: PORTAGE COUNTY BOARD OF ELECTIONS; INVESTMENT RELATED: NO; ADDRESS: 449 SOUTH MERIDIAN STREET ROOM 101 RAVENNA OH 44266; NATURE OF BUSINESS: ELECTION; START DATE: 10/2020; POSITION/TITLE/RELATIONSHIP: POLL WORKER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: POLL WORKER ON ELECTION DAYS; 3. NAME OF OTHER BUSINESS: ROTARY CLUB OF RAVENNA; INVESTMENT RELATED: NO ; ADDRESS: 2645 ST RT 59 RAVENNA, OH 44266; NATURE OF BUSINESS: SERVICE ORGANIZATION; START DATE: 08/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COMMUNITY SERVICE COMMITTEE, FOCUS ON IDENTIFYING SERVICE OPPORTUNITIES, COORDINATE CLUBS PARTICIPATION IN THESE ACTIVITIES; 4. NAME OF OTHER BUSINESS: N/A, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: NOTARIAL SERVICES, START DATE: 08/2016 , POSITION/TITLE/RELATIONSHIP: NOTARY, LESS THAN ONE HOUR PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES TO CLIENTS AND ACQUAINTANCES AS NEEDED; 5. NAME OF OTHER BUSINESS: ROTARY CLUB OF RAVENNA, INVESTMENT RELATED: NO, ADDRESS: 6847 N CHESTNUT ST, RAVENNA, OH 44266, NATURE OF BUSINESS: NON-PROFIT, START DATE: 10/2025, POSITION/TITLE/RELATIONSHIP: SECRETARY, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: TAKING MINUTES, KEEPING ATTENDANCE AND REPORTING MEMBERSHIP UPDATES TO ROTARY INTERNATIONAL;.
CRS (Client Relationship Summary) - RIA
Click below to view Ciarra Rose Brunn'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®
Experience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 234 South Water St Suite 201, Kent, OH 44240RIA
CRD#: 105644
KENT, OH
Current
May 4, 2016 - Present
CETERA ADVISORS LLC
Office #1: 234 South Water St Suite 201, Kent, OH 44240BD
CRD#: 10299
Kent, OH
Past
June 29, 2016 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
GREENWOOD VILLAGE, IL
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(1/30/2023)
RR
Alaska(2/4/2025)
RR
California(7/15/2020)
RR
Colorado(7/14/2022)
RR
Florida(1/10/2018)
RR
Georgia(10/12/2022)
RR
Indiana(7/15/2020)
RR
Iowa(9/2/2025)
RR
Kentucky(7/15/2020)
RR
Maine(1/4/2022)
RR
Michigan(8/23/2024)
RR
Minnesota(1/10/2018)
RR
New Hampshire(1/10/2018)
RR
New Jersey(1/10/2018)
RR
New Mexico(10/2/2020)
RR
New York(8/23/2023)
RR
North Carolina(8/27/2024)
RR
Ohio(6/29/2016)
IAR
Ohio(3/21/2024)
RR
Pennsylvania(1/10/2018)
RR
South Carolina(4/22/2025)
RR
Tennessee(1/4/2022)
RR
Texas(1/10/2018)
IAR
Texas(3/21/2024)
RR
Utah(7/20/2022)
RR
Virginia(1/10/2018)
RR
Washington(1/3/2020)
RR
West Virginia(1/10/2018)
Exams
State Security Law 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
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#: 105644Kent, OH 44240TRUST BUT VERIFY
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