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Bradley Boyer

Advisor at Cetera

Updated today

Location

Belleville, KS 66935

Credentials

Series 63, Series 65

Industry experience

25 years

About

Bradley Boyer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Insurance Agency, with a career spanning roles in wealth management and insurance. Outside of his advisory work, Boyer serves as a director and grant writer for the Belleville Ball Association and is involved with the High Banks Hall of Fame, a nonprofit museum dedicated to local racing history. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

2327 M Street

Belleville, KS 66935

Most active in

Kansas · Texas

Work history

Cetera

2025 - Present (1 year)

Cetera Wealth Services, LLC

2025 - Present (1 year)

Avantax Advisory services

2011 - 2025 (14 years)

Avantax Insurance Agency, LLC

2001 - 2025 (24 years)

Avantax Investment Services, INC.

2000 - 2025 (25 years)

BRB Services

1994 - Present (32 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Zachary B

Series 66

Belleville, KS

Edward Jones

Zachary Brzon is a financial advisor with Edward Jones in Belleville, Kansas, holding a Series 66 designation and bringing five years of industry experience. He previously worked at CropQuest and held roles in agricultural operations and management. Outside of his advisory work, he serves as a junior high and junior varsity basketball referee and an assistant high school football coach in his local community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,100 branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Brent S

Series 63

Belleville, KS

LPL Financial

Brent Scott is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. His career includes long-term roles with Waddell & Reed, Inc. and various insurance carriers, as well as operating his own advisory practice prior to joining LPL Financial. Outside of his advisory work, he is involved in a farming operation for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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