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Brian Daniel Minier

Prosperity Capital Advisors

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About Brian Daniel Minier

Brian Minier is a financial professional with over 11 years of experience in the financial services industry. Brian is currently a Partner at Prosperity Capital Advisors where Brian provides financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Brian holds a Series 65 license and is registered as an Investment Advisor Representative in Ohio, Texas, and Louisiana. Brian's areas of expertise include financial planning, investment management, and retirement planning. In addition to working at Prosperity Capital Advisors, Brian also sells life insurance and annuities for Keystone Financial Group. Brian is committed to helping clients achieve their financial goals and believes in building long-lasting relationships with them.

Firm Information

Brian Minier is currently registered with Prosperity Capital Advisors. Prosperity Capital Advisors is an investment advisory firm based in WESTLAKE, OH, with over 96 licensed agents and over 101 investment adviser representatives. They manage over $2.2 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides financial planning, portfolio management, and educational seminars. They also assist clients with selecting other financial advisors.
Prosperity Capital Advisors

30400 DETROIT ROAD

WESTLAKE, OH 44145

$2.25B

Assets Under Management

280

Total Clients

100

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Minier’s Registration & Firm History

OH

04/06/2018 - Present

Prosperity Capital Advisors (WESTLAKE OH)

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Licenses & Designations

IA

Issued 03/16/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Daniel Minier.
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