David R. Bretz, CFP^®, CKA^®

I am affiliated with Cetera Advisor Networks, one of the premier broker-dealers in the industry. As our broker-dealer, they are responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure it can meet its obligations to investors like you.

But their support for our relationship goes well beyond its function as trade executor. Our affiliation means that I am not held to a sales quota or tied to selling only proprietary products. I have the independence and freedom to recommend the financial solutions that best suit your needs, ensuring your objectives are what drive all decisions, while Cetera Advisor Networks’ team of people and resources help us pursue your unique goals and vision for the future.

Their Parent Company: Cetera Financial Group

Cetera Advisor Networks is part of the family of independently managed firms of Cetera Financial Group (Cetera). For the past 30 years, Cetera’s family of companies has grown to manage over $110 billion in client assets, delivering award-winning advisory products and solutions and sophisticated trading and technology platforms to me and other advisors across all 50 states. You can be confident that their tools, technology and support help make me more effective in our relationship with you.