Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Harder is a financial advisor with Avantax Advisory Services. Brian has been in the financial industry since 2004. He has a broad range of experience, including providing financial planning, portfolio management, and pension consulting services. Brian is registered in Colorado and Texas. He is dedicated to helping individuals and families achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
03/21/2022 - Present
Avantax Advisory Services (DALLAS TX)
CO
02/24/2020 - 03/31/2022
COUNTRY CAPITAL MANAGEMENT COMPANY (Broomfield CO)
CA
12/04/2017 - 06/28/2019
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
CO
02/27/2013 - 04/04/2017
DIVIDEND CAPITAL SECURITIES, LLC (DENVER CO)
CO
11/08/2006 - 03/05/2013
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CA
09/08/2000 - 08/13/2003
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
IL
04/24/2000 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IA
Issued 08/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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