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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 David Thelen is a financial advisor with over 20 years of experience in the industry. Brian has a CFP designation and is registered as a broker-dealer and investment advisor representative in multiple states. Brian has previously worked with Signator Investors, Inc., Transamerica Financial Advisors, Inc., and Royal Alliance Associates, Inc. Brian provides financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Brian's current firm is Osaic Wealth, Inc.
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.
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2
FL
07/30/2019 - Present
Osaic Wealth, Inc. (SOUTH MIAMI FL)
FL
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTH MIAMI FL)
FL
03/08/2002 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SOUTH MIAMI FL)
MA
07/12/1999 - 01/17/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 12/20/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/9/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/7/2000
Series 7 - General Securities Representative Examination
BC
Issued 7/9/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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