Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Haehl is a financial advisor at Ameriprise Financial Services, LLC and has been in the industry since December 3, 1996. Brian is registered in 26 states. He is licensed to sell securities and investment advisory products in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Michigan, Minnesota, Missouri, Nevada, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Virginia and Wisconsin. Brian is also licensed to provide investment advisory services in Florida, Indiana, Kentucky, Michigan and Texas.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
KY
03/20/2019 - Present
Ameriprise Financial Services, LLC (Louisville KY)
IN
12/02/2016 - 11/05/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NEW ALBANY IN)
KY
05/02/2012 - 12/12/2016
BB&T INVESTMENT SERVICES, INC. (LOUISVILLE KY)
NE
04/20/2010 - 08/31/2010
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
12/12/2001 - 04/15/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
02/19/1991 - 04/06/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/19/1991 - 04/06/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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