Adviser and broker representative · Cetera Investment Advisers LLC
Brian Klimke
CRD 4690819 · El Segundo, CA
At a glance
Brian Klimke is an investment adviser representative with Cetera Investment Advisers LLC in El Segundo, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brian’s SEC record dates to 2009, about 16 years ago. Brian is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firms
- Cetera Investment Advisers LLCSince January 2014El Segundo, CA · $257B in regulatory assets
- Cetera Investment Management LLCSince July 2015El Segundo, CA · $0M in regulatory assets
SEC adviser record
- Registered since
- 2009 (16 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Brian’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.