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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 Christopher Monske is a financial advisor currently registered with LPL Financial LLC and Allpoint Financial Group. Brian has been in the financial services industry since 2005 and has a broad range of experience in providing financial advice to individuals, families, and businesses. Brian is also a registered investment advisor representative with AllPoint Financial Group, LLC, an independent investment advisor firm. Brian holds Series 63, 65, 7 and SIE licenses. Brian has previously worked with J.P. Morgan Securities LLC, Chase Investment Services Corp., WAMU Investments, Inc., and Securities America, 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.
Consulting and other non-discretionary advisory services
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
CA
02/10/2023 - Present
LPL Financial LLC (NAPA CA)
CA
10/01/2012 - 02/18/2015
J.P. MORGAN SECURITIES LLC (NAPA CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NAPA CA)
CA
03/17/2009 - 05/02/2009
WAMU INVESTMENTS, INC. (NAPA CA)
CA
07/15/2005 - 02/23/2009
SECURITIES AMERICA, INC. (SACRAMENTO CA)
IA
Issued 06/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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