Unclaimed
Brian Eldon Lemieux is a financial advisor with Cetera Investment Advisers LLC. Brian has been in the industry since July 5, 1994. Brian is licensed in 30 states and holds the Series 6, 7 and 66 licenses. Brian also holds the SIE license. Brian is a Registered Representative of Cetera Investment Advisers LLC and an Investment Advisor Representative of Cetera Investment Advisers LLC. Brian provides financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, and educational seminars. Brian is also a Notary Public and serves as a board member for the Lakes Area Senior Activity Center.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
03/21/2024 - Present
Cetera Investment Advisers LLC (GRAND RAPIDS MN)
MN
10/01/2010 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (BAXTER MN)
MN
07/06/1994 - 10/05/2010
THRIVENT INVESTMENT MANAGEMENT INC. (BAXTER MN)
BOTH
Issued 06/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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