Brian E. Orr, ChFC in

Brian E. Orr, ChFC

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Financial Advisor at Avantax by Cetera
📍 Lees Summit, Missouri, United States

Brian E. Orr is a Financial Advisor at Avantax by Cetera with nearly three decades of experience in financial services. A Chartered Financial Consultant®, he emphasizes comprehensive financial planning, stewardship, and prioritizing client needs. He holds a Bachelor of Science in Journalism from The University of Kansas.

Outside of his professional life, Brian identifies as a husband, father, and grandfather ("Pops"). His core values include faith and family. He is a self-described "Barbeque Aficionado" and an "Adult Beverage Alchemist, " indicating passions for cooking and mixology.

Unique fact: Brian is an "Adult Beverage Alchemist, " suggesting a creative talent for crafting unique drinks.

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Experience
21 Years
Current Role
Financial Advisor
Location
Lees Summit, Missouri, United States
Personality Overview

How Brian shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brian cares about

Client-First Philosophy
His personal mission is to always prioritize client needs, act with integrity, listen intently, and be a trusted advisor for their financial dreams and goals.
Navigating Market Volatility
His recent commentary focuses on geopolitical uncertainty, market resilience, and the importance of discipline and diversification for investors during volatile periods.
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Career

Work history

2-2025
Financial Advisor
Avantax by Cetera
2-2022 - 12-2023
Financial Advisor
Cetera Investment Services LLC
10-2019 - 11-2021
VP Relationship Management
Priority Financial Group
6-2010 - 2-2019
VP Investment Program Manager / Registered Representative
Equity Financial Services Group at Equity Bank
7-2005 - 12-2009
VP Regional Annuity & Insurance Consultant
Bank of America
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
8-1992 - 5-1994
Bachelor of Science - BS - in Journalism
The University of Kansas
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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