Cetera Investment Advisers
43yrs
Top advisor by experience in Vadnais Heights
20yrs
Brian Smith is a financial advisor in Vadnais Heights, Minnesota, with 20 years in the industry. After seven years at Voya Financial Advisors, Brian joined Cetera Investment Advisers in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 61% of advisors in Minnesota
Office1050 Centerville Circle Suite 200, Vadnais Heights, MN 55127
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
- 2014 – 2021Voya Financial Advisors, Inc.Previously
Contact Brian
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Brian. 1050 Centerville Circle Suite 200Vadnais Heights, MN 55127Office · Get directions
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Brian Smith. Brian works from the Vadnais Heights, MN office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2007, about 20 years. More experience than 61% of advisors in Minnesota.
What licenses does Brian hold?
Series 63. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Brian paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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