Bryan, TX Briarcrest Drive Office

Team
Updated today
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Cetera

Institution

Firm-wide stats for Cetera

Total advisors

10,171

Across 5,096 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Cetera Investment Advisers LLC is an SEC‑registered adviser that distributes its services through a large nationwide network of independent advisors and serves individuals (both non‑HNW and high‑net‑worth), employer‑sponsored retirement plans, corporate and charitable clients, and institutional accounts. Its offerings include discretionary and non‑discretionary portfolio management, financial planning and consulting, ERISA 3(21) and 3(38) retirement services, wrap and non‑wrap program platforms, and access to third‑party money managers.

The firm operates as a multi‑manager platform in which advisors may implement model portfolios provided by an affiliated manager (CIM), select unaffiliated third‑party managers, or construct bespoke strategies; program options range from automated InvestPath allocations to direct indexing, private client overlays, and unified managed accounts. Accounts are run under a mix of discretionary and non‑discretionary authorities and across multiple program structures and custodial relationships, with ongoing supervision and annual client reviews described in the ADV.

Notable features include scale — the ADV reports over $256 billion in assets under management, more than 10,000 advisors and roughly 800,000 clients — and a suite of affiliations (an affiliated trust company, affiliated model provider, strategic fund and ETP partner arrangements, and cash‑sweep programs) that shape product availability and revenue flows. The ADV also discloses recent regulatory settlements with the SEC (described in 2021, 2022 and 2024) and identifies an affiliation with a municipal advisor, both of which prospective clients should review alongside the brochure’s descriptions of revenue‑sharing, sweep arrangements and other program‑level conflicts of interest.

Based on Cetera

Expertise

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

Based on Cetera

Occupation focus

Founder/Business Owner Executive

Based on Cetera

Location

1716 Briarcrest Drive

Bryan TX 77802

Advisors at this office

7

Advisors at this office

user avatar

Richard S

Series 63, Series 65

Bryan, TX

Cetera

Richard Snowden is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He previously worked at LPL Financial for 19 years before joining Cetera in 2018. Snowden serves as a board member of the Millican Reserve Municipal Utility District and is involved in financial oversight as a member of the finance committee at First Baptist Church in Bryan, Texas. Cetera Investment Advisers LLC is an SEC-registered firm that supports a network of over 10,000 advisors and serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and investment options.

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

Kevin S

Series 66

Bryan, TX

Cetera

Kevin Severance is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Fundamental Wealth Advisors and Briaud Financial Advisors. Severance also spent three years at Texas A&M University prior to his advisory career. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse investment options.

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

Vernon U

Series 63

Bryan, TX

Cetera

Vernon Ullmann is a financial advisor with Cetera, holding a Series 63 designation and 35 years of industry experience. He has been with Cetera since 2014 and previously worked at Prosperity Bank for nine years. Outside of his advisory role, Ullmann serves as president of the Rotary Club Aggieland and participates on the boards of the Rotary Club and the Aggieland Humane Society Pet Shelter. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to third-party managers.

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

Warren R

CFP®, Series 66

Bryan, TX

Cetera

Warren Reichel is a CFP® and Series 66 registered financial advisor with 10 years of industry experience, currently serving at Cetera in Bryan, TX since 2016. Prior to Cetera, he worked at Prosperity Bank for one year. He also holds a vice president position at Fundamental Wealth Advisors, a DBA affiliated with Cetera. Cetera Investment Advisers LLC is an SEC-registered advisory firm that supports a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering a range of portfolio management and financial planning services.

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

John U

Series 66

Bryan, TX

Cetera

John Ullrich is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at Cetera Investment Services LLC and Fundamental Wealth Advisors since 2022. Prior to his financial industry roles, he was employed at Texas A&M University and Katy High School. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, serving over 10,000 advisors and approximately 800,000 clients.

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

Nan R

Series 63

Bryan, TX

Cetera

Nan Reichel is a financial advisor at Cetera with 29 years of industry experience. She has worked with Cetera Investment Services LLC since 1997 and was previously employed at Prosperity Bank for nine years. Reichel holds a Series 63 designation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

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

Ryan U

Series 63, Series 65

Bryan, TX

Cetera

Ryan Ullmann is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Cetera since 2018 and previously held roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory work, Ullmann serves as vice president at Fundamental Wealth Advisors, coaches at Twelve Baseball Academy, and is active in community organizations including chairing the board of Bethel Lutheran Church Preschool and serving on the board of the College Station Education Foundation. Cetera Investment Advisers LLC provides a multi-manager platform offering portfolio management, financial planning, and consulting services to a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm supports a wide range of investment strategies through affiliated and unaffiliated managers, serving over 10,000 advisors and approximately 800,000 clients.

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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