Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Rosswurm is a financial advisor with Valeo Financial Advisors, LLC. Brian has been in the financial services industry since 2009. Brian is registered with the state of Indiana as an Investment Advisor Representative. Brian holds a Series 6 and Series 63 licenses. Brian is a Certified Financial Planner. Brian specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. Brian provides financial planning, portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles.
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.
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.
Percentage of client net worth
1
2
IN
04/16/2014 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
IN
05/27/2009 - 08/22/2012
SIGNATOR INVESTORS, INC. (INDIANAPOLIS IN)
BC
Issued 07/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Brian Rosswurm is the right advisor for you? Invested Better is here to help.
