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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 Bachelier is a financial advisor with Mutual Advisors, LLC. Brian has over 23 years of experience in the financial services industry. Brian is licensed to provide financial advice in Missouri and Texas. Brian holds Series 4, 7, 24, 55 and 63 licenses as well as the SIE and Series 65 certifications. Brian is a CERTIFIED FINANCIAL PLANNER™ professional and has been recognized as a leading financial advisor in the industry. Brian is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
Hourly consulting
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.
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NE
02/06/2023 - Present
Mutual Advisors, LLC (OMAHA NE)
MO
05/26/1998 - 01/24/2018
SCOTTRADE, INC. (ST LOUIS MO)
IA
Issued 03/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2007
Series 4 - Registered Options Principal Examination
BC
Issued 09/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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