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Brad Matthew Brisan

Buckingham Strategic Wealth, LLC

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About Brad Matthew Brisan

Brad Matthew Brisan is a financial advisor registered with Buckingham Strategic Wealth, LLC and THE Colony Group, LLC. Brad holds the Series 7 and Series 66 licenses. Brad is a CERTIFIED FINANCIAL PLANNER™ professional. Brad has experience in the financial services industry since 2010. Brad has worked at Herbein Wealth Management, L.L.C., Buckingham Strategic Wealth, LLC and THE Colony Group, LLC. Brad specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Brad is based in Wyomissing, Pennsylvania and serves clients in Pennsylvania and Texas.

Firm Information

Brad Brisan is currently registered with Buckingham Strategic Wealth, LLC. Buckingham Strategic Wealth, LLC is an investment advisor headquartered in St. Louis, Missouri, with over 320 investment advisor representatives and 15 registered representatives. The firm manages over $29 billion in assets for individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, charitable organizations, and other entities. Buckingham Strategic Wealth provides a range of advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
Buckingham Strategic Wealth, LLC

8182 MARYLAND AVENUE

ST LOUIS, MO 63105

$29.51B

Assets Under Management

623

Total Clients

145

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Brad Brisan’s Registration & Firm History

PA

03/16/2022 - Present

Buckingham Strategic Wealth, LLC (Wyomissing PA)

PA

02/05/2010 - 10/11/2010

PURSHE KAPLAN STERLING INVESTMENTS (WYOMISSING PA)

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Licenses & Designations

BOTH

Issued 08/17/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/04/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brad Matthew Brisan.
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