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Brian R

Series 66

Brighton, MI

Cetera

Brian Repovz is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and its related entities since 2019 and previously at Summit Financial Group and Summit Brokerage Services. Outside of his advisory role, he is also involved in selling fixed insurance products, including life, health, and disability insurance. Cetera Investment Advisers LLC serves a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports various investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jerome R

Series 63, Series 65

Brighton, MI

Cetera

Jerome Repovz is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Cetera and its affiliates since 2019 and previously spent nine years at Summit Financial Group Inc. Outside of his advisory role, he is president of Sound Financial Services, Inc., focusing on life insurance sales and quotes. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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