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Todd David Bramson

Investment Adviser Representative at Cetera Investment Advisers LLC

Fort Meyers, FLCRD #1238811Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
42 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Todd David Bramson is an investment adviser representative with Cetera Investment Advisers LLC in Fort Meyers, FL, where they have been registered since 2023. They have worked in the securities industry since 1984 and have been registered with 4 firms, including Securian Financial Services, Inc. and CRI Securities, LLC. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida, Texas, and Wisconsin.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Texas, Wisconsin
Broker:
42 states and territories

Alabama, Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/17/1987
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/24/2005
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/20/1984

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Cetera Investment Advisers LLCCurrent
6/23/2023 – Fort Meyers, FL
Cetera Wealth Services, LLCCurrent
6/14/2023 – Madison, WI
Securian Financial Services, Inc.
7/17/2007 – 8/10/2023Madison, WI
CRI Securities, LLC
3/25/2005 – 10/18/2021Madison, WI
Marathon Advisors, Inc
10/21/1987 – 12/31/2007Madison, WI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Minnesota LIFE INS Co
    May 1987 – Aug 2023St Paul, MN
  2. Securian Financial Services, Inc.
    Mar 1990 – Aug 2023St Paul, MN
  3. C.r.i. Securities, Inc.
    Mar 1990 – Oct 2021St Paul, MN
  4. North STAR Consultants, Inc & North STAR Brokerage
    May 1987 – no end date reportedMadison, WI
  5. Bramson & Assoc
    Jun 2004 – no end date reportedFort Myers, FL
  6. PASS THE ACE, LLC
    Oct 2002 – no end date reportedMadison, WI
  7. Cetera Wealth Services, LLC
    Jun 2023 – no end date reportedEl Segundo, CA
  8. Cetera Investment Advisers LLC
    Jun 2023 – no end date reportedSchaumburg, IL

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Cetera Investment Advisers LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Advisory services, investment advisory services, custody services, insurance agency services, sweep programs, and retirement planning resources, along with access to registered and alternative investment products.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Investment AdvisoryFinancial DisclosuresRetirement PlanningIRA RolloversInsuranceAdvisory ServicesCustody Services529 PlansETFs

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
10,459
Offices listed on AdvisorFinder:
27
Main office:
Schaumburg, IL
SEC file number:
801-20406

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 13, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Todd David Bramson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Todd David Bramson (Cetera Investment Advisers)