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Brian K

Series 66

Oakbrook Terrace, IL

Cetera

Brian Kot is a financial advisor with Cetera in Oakbrook Terrace, IL, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2018 and serves as a CPA at Cray, Kaiser LTD., a professional accounting firm where he performs assurance, tax compliance, and business consulting. Kot also serves as treasurer of the Harris Farm Homeowners Association in Eola, IL. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services with multiple program structures and a broad range of investment options.

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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