Unclaimed
Brian Vankeuren is a financial advisor with LPL Financial LLC, having joined the firm in July 2021. Brian has been in the financial services industry since October 2010. Brian is a Registered Representative and Investment Advisor Representative in Colorado and Texas. Brian holds the Series 7, Series 66, and SIE licenses. Brian is committed to providing personalized financial advice and planning to individuals, families, and businesses. Brian's experience includes investment management, retirement planning, and wealth management. Brian is based in Lakewood, CO.
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
CO
07/21/2021 - Present
LPL Financial LLC (LAKEWOOD CO)
CO
10/20/2010 - 07/21/2021
WADDELL & REED (LAKEWOOD CO)
BOTH
Issued 12/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Vankeuren is the right advisor for you? Invested Better is here to help.