A complete list of active advisors currently associated with Cerebrum Financial Services, LLC
Warmer can help you find a great advisor at Cerebrum Financial Services, LLC or one who fits your needs even better.
The firm provides stand-alone financial planning and consulting services to a range of entities, including investment companies, pension plans, corporations, and individuals (including non-high-net-worth clients). It also offers employer-sponsored financial wellness services for retirement plan participants and presents educational seminars to clients and prospects. Rather than serving as an asset manager or exercising investment discretion, the firm delivers project- or hourly-based planning and consulting and does not maintain assets under management or deduct fees from client accounts. For implementation, the firm may refer clients to other professionals and to third-party investment advisers and provides separate disclosure for such referrals. Distinctive features include an affiliated insurance brokerage operated by the firm’s owner, and the firm’s representatives may recommend insurance products on a commission basis, a potential conflict the brochure discloses. The firm also acts as a promoter/solicitor for other investment advisers and discloses receipt of referral fees, and it has addressed a past regulatory enforcement matter that was later resolved.
To learn more about the advisors currently working at Cerebrum Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Devon, PA
| 20
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")