Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bertron Westemeyer is a financial advisor with over 30 years of experience in the industry. Brian is currently registered with Intellicents Investment Solutions Inc. and is a Senior Consultant there. Brian has also worked at a number of other firms including Mutual Securities, Inc., Cetera Advisors LLC, Investors Capital Corp., LPL Financial LLC, NFP Securities, Inc., Fortis Investors, Inc., and Princor Financial Services Corporation. Brian holds a Series 6, Series 63, Series 65, and SIE license. Brian specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Brian works with individual clients and retirement plans, providing advice on investment strategies.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
01/09/2002 - Present
Intellicents Investment Solutions Inc. (OVERLAND PARK KS)
KS
08/17/2018 - 06/09/2023
MUTUAL SECURITIES, INC. (OVERLAND PARK KS)
KS
10/03/2016 - 08/15/2018
CETERA ADVISORS LLC (LEAWOOD KS)
KS
01/04/2016 - 10/03/2016
INVESTORS CAPITAL CORP. (LEAWOOD KS)
KS
09/30/2013 - 12/31/2015
LPL FINANCIAL LLC (LEAWOOD KS)
MO
04/23/1998 - 10/02/2013
NFP SECURITIES, INC. (KANSAS CITY MO)
MN
12/06/1994 - 12/01/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
02/27/1991 - 01/01/1994
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
07/01/1988 - 12/31/1990
MONARCH SECURITIES, INC.
NA
03/25/1986 - 06/28/1988
IRI SECURITIES CORPORATION
NA
10/08/1984 - 01/31/1985
HARTFORD EQUITY SALES COMPANY INC.
IA
Issued 03/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Brian Westemeyer is the right advisor for you? Invested Better is here to help.
