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Brayden Tanner Cook

Advisor at Cetera — Southlake, TX Silicon Dr

Updated today

Credentials

Series 66, Series 63

Experience

2 years

Location

Southlake, TX 76092

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,095 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Brayden Cook is a financial advisor with Cetera in Southlake, TX, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes positions at Charles Schwab & Co., Inc. and several Cetera-affiliated firms. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

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) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Southlake, TX Silicon Dr

541 Silicon Dr, Ste 101

Southlake TX 76092

Advisors at this office

3

Most active in

Texas

Work history

2 years of industry experience

Cetera

2026 - Present • 1 year

Schaumburg, IL

Highpoint Financial Group, Llc

2026 - Present • 1 year

Tulsa, OK

CETERA Financial Specialists LLC

2026 - Present • 1 year

Schaumburg, IL

Farpointe Wealth Partners, LLC

2025 - Present • 1 year

Southlake, TX

Farpointe Wealth Advisors, LLC

2025 - Present • 1 year

Southlake, TX

Charles Schwab & Co., Inc

2024 - Present • 2 years

Westlake, TX

Creative Sales Consulting

2021 - 2024 • 3 years

Fort Worth, TX

Enterprise Rent-A-Car

2020 - 2021 • 1 year

Texarkana, TX

Creative Sales Consulting

2019 - 2019 • 1 year

Euless, TX

Uber Eats

2018 - 2023 • 5 years

San Francisco, CA

Full Time Education

2016 - 2020 • 4 years

Texarkana, TX

Disclosures

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

Business activities & affiliations

Vijay D

Series 65

Northlake, TX

AURI

Vijay Duraipalam is a financial advisor at Auri with a Series 65 designation and experience beginning in 2025. Prior to joining Auri, he worked at Charles Schwab and several other companies across various industries. Auri is a Texas-registered investment adviser serving individual investors and small businesses with model portfolios mainly composed of ETFs and mutual funds. The firm emphasizes long-term strategic asset allocation and passive, diversified exposure, offering both discretionary and non-discretionary management alongside digital tools and financial planning support.

Passive / index investing Wealth management ESG / Sustainable investing

Christopher S

CFP®, Series 66

Northlake, TX

Retire With Swan

Christopher Swan is a CFP® professional with nine years of industry experience. He is the sole advisor at Retire With Swan, an independent firm he founded in 2020. Prior to this, he worked at Merrill Lynch, Charles Schwab, & Edward Jones. Retire With Swan focuses on retirement-centered financial planning and discretionary investment management for individual and high-net-worth clients. The firm employs a goals-based, long-term investment approach emphasizing strategic asset allocation, diversification, and regular portfolio monitoring.

Retirement income strategy Social Security optimization Income planning General tax planning Retirement withdrawal strategies Retired Approaching retirement Retired

Carman K

Series 66, CFP®, ChFC®, Series 7

Fort Worth, TX

Innovative Wealth Building LLC

Carman Kubanda is a financial advisor with Innovative Wealth Building LLC in Fort Worth, TX, holding a Series 66 license and six years of industry experience. Prior to joining Innovative Wealth Building in 2023, he worked at First Command Financial Planning, Inc. and several other firms. Kubanda is also the owner of Wellbeing Financial, LLC, which provides insurance services and lead generation. Innovative Wealth Building LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

General tax planning Roth conversion strategy Retirement income strategy Retired Entertainment Industry Self-Employed Approaching retirement Retired Gen Y/Millennials (Born 1980-1995)
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John W

Series 63, Series 66, Series 65

Dallas, TX

Coppell Advisory Solutions LLC

John Wessels is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior roles include positions at Fusion Capital Management, Merrill, and Northwestern Mutual Investment Management. Since 2017, he has also been involved in insurance life and annuity sales as an agent and owner. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base, including individuals, trusts, and business entities. The firm utilizes an open-architecture platform with both fundamental and technical analysis, managing over $1.1 billion in client assets while offering a broad range of investment strategies and continuous portfolio monitoring.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner

Robert H

CFP®, Series 7, Series 66, Series 24

Grapevine, TX

Raymond James Financial

Robert Hrnicek is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.

General retirement planning Roth conversion strategy Early retirement planning Income planning Founder/Business Owner Executive Approaching retirement Established Professionals Retired Mid-Career Professionals
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Dominic Hilario J

Series 65

Flower Mound, TX

DEAJ Insurance and Investments Consulting

Dominic Hilario Javier is the principal of DEAJ Insurance and Investments Consulting, holding a Series 65 license and entering his first year in the financial advisory industry. He has prior experience with DEAJ Investments LLC and SGC Investments Limited. Outside of advisory services, he is involved with DEAJ Oil and Gas Consulting. DEAJ Insurance and Investments Consulting provides financial planning and non-discretionary investment advisory services to individuals, families, businesses, and nonprofit organizations. The firm combines licensed insurance brokerage and risk-management services with investment advice, offering portfolio approaches that include both third-party managed accounts and actively managed investments across a broad range of asset classes.

Wealth management Retirement income strategy
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