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John B
Series 63, Series 65
Arlington Heights, IL
Cetera
John Bergquist is a financial advisor with Cetera in Arlington Heights, IL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Cetera and its affiliates since 2004 and maintains John Bergquist & Associates, offering tax and accounting services with limited power of attorney for clients. He also provides limited health insurance referrals through a related business. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management and financial planning. The firm operates a multi-manager platform with a variety of program options and manages over $256 billion in assets through a network of more than 10,000 advisors.
Brian S
Series 66
Arlington Heights, IL
Cetera
Brian Simkin is a financial advisor with Cetera, holding a Series 66 credential and 17 years of industry experience. He has worked with Cetera since 2008 and also serves as a treasury analyst at Crate and Barrel. In addition to his advisory role, he operates Simkin Financial Advisors, providing investment advisory services since 2015. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting solutions, utilizing a multi-manager platform with discretionary and non-discretionary program options.
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