Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Schreck is a financial professional with over 40 years of experience in the industry. Brian is currently registered with Cambridge Investment Research Advisors, Inc. in Arizona, Kansas and Texas. Brian is also registered with Cambridge Investment Research, Inc. Brian has been a Registered Representative since September 1980 and has passed numerous exams, including Series 1, 7, 22TO, 24, 63, 6TO, 99TO and SIE. Brian holds the Chartered Financial Consultant designation. Brian is also a Partner at Central Financial Center and an Independent Insurance Agent for various Independent Insurance companies.
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.
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.
Solicitation fees from 3rd party money managers
1
2
KS
02/09/2022 - Present
Cambridge Investment Research Advisors, Inc. (Wichita KS)
KS
02/05/1992 - 02/10/2022
HORNOR, TOWNSEND & KENT, LLC (WICHITA KS)
NA
10/06/1980 - 01/31/1992
MONARCH SECURITIES, INC.
BC
Issued 08/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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