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Alan Jason Brilliant

Four Financial Management

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About Alan Jason Brilliant

Alan Brilliant is a financial advisor with over 20 years of experience in the industry. Alan holds multiple licenses and registrations allowing him to provide a wide range of financial services. Alan specializes in providing investment advice and financial planning services to individuals and high-net-worth individuals. He is affiliated with Four Financial Management and Provizr.

Firm Information

Alan Brilliant is currently registered with Four Financial Management. Four Financial Management is an investment advisor based in Ann Arbor, Michigan. They have approximately $119.8 million in regulatory assets under management and advise individuals, high net worth individuals, and other clients. Their services include financial planning, portfolio management, and selection of other advisers.
Four Financial Management

777 E. EISENHOWER PKWY

ANN ARBOR, MI 48108

$119.80M

Assets Under Management

2

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral compensation

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Alan Brilliant’s Registration & Firm History

MI

10/25/2016 - Present

Four Financial Management (ANN ARBOR MI)

MI

04/20/1999 - 11/25/2008

AMERIPRISE ADVISOR SERVICES, INC. (ANN ARBOR MI)

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Licenses & Designations

IA

Issued 04/06/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/29/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/1999

Series 7 - General Securities Representative Examination

BC

Issued 04/19/1999

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Alan Jason Brilliant. Review regulatory record here.
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