Brian Orr has been in Financial Services for over 25 years, as Financial Advisor with Cetera Investment Services since early 2022. He earned the Chartered Financial Consultant (ChFC) designation in 2002.
Orr specializes in Retirement Planning, Retirement Income Planning, and Planning the Transfer of Wealth to the next generations of family and/or to charitable organizations.
Previously, he was the VP of Relationship Management for Priority Financial Group (PFG) where he managed and mentored teams of Financial Advisors in credit unions and banks across the western United States. Before PFG, he served as VP of Investment Services for Equity Bank.
Prior to that role, Orr was the VP Regional Insurance and Annuity Consultant for Banc of America Investments (BAI) in Kansas City, St. Louis, and Chicago. He assisted the BAI Financial Advisors and Private Bank Trust Officers to understand the value, power, and importance of insurance and annuities within their clients’ portfolios.
Orr has also served as a 401(k) specialist and began his career as a Financial Advisor. He graduated Cum Laude from the University of Kansas with a Bachelor of Science degree in Business Communications.
Brian and his wife, Tish, live in Lee’s Summit, Missouri. The empty nesters enjoy outdoor activities, cooking, and traveling to visit their three adult sons and their families. To ensure they will never have nice things or a clean home, they live with two Australian Shepherds: Koa and her younger, yet larger, brother Frank.
Toll free number: 800-720-5848