Unclaimed
Brent Blaus is a financial advisor with over 25 years of experience. Brent currently works with LPL Financial LLC and is registered in Arizona, Indiana, Ohio and Pennsylvania. Brent has a wide range of experience, having worked with firms such as Cetera Investment Services LLC, Ameriprise Financial Services, Inc., and The Huntington Investment Company. Brent is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
05/03/2021 - Present
LPL Financial LLC (BELLEVUE OH)
OH
01/29/2019 - 05/03/2021
CETERA INVESTMENT SERVICES LLC (BELIEVUE OH)
OH
06/22/2018 - 01/14/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Lorrain OH)
OH
11/23/2012 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (Lorain OH)
PA
02/16/2010 - 11/30/2012
THE HUNTINGTON INVESTMENT COMPANY (HERMITAGE PA)
PA
10/03/2005 - 06/22/2009
UVEST FINANCIAL SERVICES GROUP, INC. (SANDY LAKE PA)
TX
05/13/2005 - 10/25/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
WI
11/26/2002 - 12/16/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
05/28/2002 - 11/29/2002
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
MN
12/15/1994 - 06/03/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 07/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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