linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Dean Wilson

Bankers Life Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Dean Wilson

Brian Wilson is a financial advisor with Bankers Life Securities, Inc. Brian has been in the industry since 1986 and holds the Series 3, 7, 22, 24, and 63 licenses. Brian was previously employed by Northwestern Mutual Investment Services, LLC, RBC Dain Rauscher Inc., U.S. Bancorp Investments, Inc., Thomson Investor Services Inc., Planco Financial Services, Inc., Hoyt Securities, Integrated Resources Equity Corporation, Askar Corp., and Shearson Lehman Brothers Inc.

Firm Information

Brian Wilson is currently registered with Bankers Life Securities, Inc.. Bankers Life Securities, Inc. is a corporation formed on July 31, 2014. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. They have one approved SEC registration. The firm has been involved in one regulatory and one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

346

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Wilson’s Registration & Firm History

IL

10/29/2018 - Present

Bankers Life Securities, Inc. (CHICAGO IL)

WI

02/21/2002 - 02/01/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

NY

08/08/2000 - 02/12/2002

RBC DAIN RAUSCHER INC. (NEW YORK NY)

MN

01/03/1994 - 12/20/2000

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

NY

01/20/1992 - 01/05/1994

THOMSON INVESTOR SERVICES INC. (NEW YORK NY)

CT

07/05/1989 - 11/12/1991

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

NA

03/07/1988 - 06/13/1989

HOYT SECURITIES

NA

11/06/1987 - 05/16/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

06/09/1986 - 11/20/1987

ASKAR CORP.

NA

05/23/1985 - 02/13/1986

SHEARSON LEHMAN BROTHERS INC.

Not sure if Brian Dean Wilson is right for you?

Licenses & Designations

BC

Issued 05/30/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 02/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/1985

Series 3 - National Commodity Futures Examination

BC

Issued 05/18/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Dean Wilson.
Not sure if Brian Dean Wilson is right for you?