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Brett B
Series 65, Series 66
Troy, OH
Cetera
Brett Bogan is a financial advisor at Cetera with 29 years of industry experience and holds Series 65 and Series 66 licenses. He has worked with Avantax Advisory Services and Avantax Insurance Agency, and he is also president of Bogan Bell & Associates, providing tax preparation and accounting services. Outside of his advisory roles, Bogan is involved with several nonprofit organizations, serving as president and board member of the Free To Run Foundation and as an associate director for Waste-Free Dayton. Cetera Investment Advisers LLC operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services to a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm supports access to various investment strategies through affiliated and third-party managers and manages over $256 billion in assets with a large network of advisors.
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