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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Andrew is an investment advisor representative at Merit Financial Advisors. Brian has been in the industry since 1992 and has worked for several financial institutions, including Cleary Gull, Johnson Bank, Johnson Wealth Inc., and Merit Financial Group. Brian has a Series 65 license and is a Chartered Financial Analyst. Brian is a board member of the National Hemophilia Foundation and is the chair of the investment committee for the Pathway 2 Cures fund.
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.
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.
A percentage of the total value of assets under management is charged.
Consulting fees
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WI
01/19/2024 - Present
Merit Financial Advisors (Sheboygan Falls WI)
IA
Issued 05/06/1992
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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