Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Eugene White is a financial advisor with over 20 years of experience in the industry. Brian currently works at Spectrum Investment Advisors, Inc. Brian has previously worked at LPL FINANCIAL LLC, H. BECK, INC., TD AMERITRADE, INC., and Cambridge Investment Research, Inc. Brian is registered to provide investment advice in Wisconsin. Brian holds the Series 63, 66, 7, 9, 10, and SIE licenses. Brian is also a Certified Financial Planner. Brian's specializations include Retirement Planning, College Savings Plans, Estate Planning, and Insurance and Annuities. Brian is dedicated to providing personalized financial advice to his clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advice on matters not involving securities.
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.
By plan participant flat fees
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2
WI
01/08/2008 - Present
Spectrum Investment Advisors, Inc. (MEQUON WI)
WI
03/31/2011 - 10/15/2015
LPL FINANCIAL LLC (MEQUON WI)
WI
01/03/2008 - 04/25/2011
H. BECK, INC. (MEQUON WI)
WI
06/26/2000 - 10/18/2007
TD AMERITRADE, INC. (MILWAUKEE WI)
IA
05/12/2000 - 05/19/2000
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BOTH
Issued 06/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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