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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 Campion Stern is a financial advisor with Osaic Wealth, Inc. Brian has over 25 years of experience in the financial services industry. Brian is registered with the state of Minnesota as an Investment Advisor Representative and in Texas as a Registered Investment Advisor. Brian is also a registered representative of the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 63, and 65 licenses. Brian holds Series 7, 6, and 63 licenses. Brian has experience in financial planning, portfolio management, and insurance sales and service. Brian's firm, Osaic Wealth, Inc., is a registered investment advisor with the Securities and Exchange Commission. Osaic Wealth, Inc. provides a variety of financial services to individuals, families, and businesses.
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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MN
09/03/2024 - Present
Osaic Wealth, Inc. (ROCHESTER MN)
MN
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ROCHESTER MN)
MN
10/21/1998 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ROCHESTER MN)
IA
Issued 05/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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