Bradley Van Houten
Advisor at Cetera
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Fixed fees reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.
Hourly charges reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.
Account minimum: Varies by program; generally ranges from $5,000 to $250,000 depending on the program. Specific minimums include: $25,000 for Preferred Asset Management, Prime Portfolio Services, Premier Portfolio Management, Managed Wealth ADVANTAGE, and Mutual Fund/ETF Advisory Program; $15,000 for Spectrum Advisor; $10,000 minimum per model for Freedom; no minimum for Portfolio Solutions II; $7,000 for Advisor and Advisor II Programs; $25,000 for Guided Program; $100,000 for Manager Program; $5,000 for Select and Unified Programs (with many models requiring higher minimums); $100,000 to $250,000 for xMA Next Generation Managed Account Program depending on asset types.
Work history
Cetera Investment advisers LLC
2025 - Present (1 year)
Dauntless Wealth Management LLC
2024 - Present (2 years)
SOFAC Advisors, LLC
2024 - Present (2 years)
Kevin scott sells 2022 Revocable Trust
2024 - Present (2 years)
B & C Strategies, LLC
2023 - Present (3 years)
Avantax Advisory Services
2022 - 2025 (3 years)
Round Rock Donuts
2021 - Present (5 years)
Round Rock Donuts
2021 - 2023 (2 years)
TX Executive Consulting, LLC
2020 - Present (6 years)
TX Executive Consulting LLC
2020 - 2023 (3 years)
Silent Op, LLC
2018 - Present (8 years)
Silent OP, LLC
2018 - 2023 (5 years)
VHA Properties, LLC
2016 - Present (10 years)
VHA Properties LLC
2016 - 2023 (7 years)
Van Houten Investments, LLC
2015 - Present (11 years)
Van Houten Investments, LLC
2015 - 2023 (8 years)
335 Adventures LLC
2014 - Present (12 years)
Van Houten and Associates, PC
2011 - Present (15 years)
Van Houten and Associates, PC
2011 - 2023 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Jessica H
Series 66
Round Top, TX
Edward Jones
Matthew H
CFP®, Series 66
Giddings, TX
Edward Jones
Micah O
CFP®, Series 66
Smithville, TX
Edward Jones
Mark H
Series 63, Series 65
Round Top, TX
UBS Financial Services
Reece C
Series 66
Giddings, TX
LPL Financial
Walt G
Series 66
Giddings, TX
Edward Jones
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