Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Carlson is a financial professional with over 20 years of experience in the financial services industry. Brian is a Certified Financial Planner™ and holds both Series 66 and Series 7 licenses. Brian is registered with Alera Investment Advisors, LLC and Triad Advisors, Inc. Brian has experience working with individual clients, small businesses, and retirement plan sponsors. Brian is committed to providing personalized financial advice to help his clients achieve their financial goals. Brian is currently a Senior Vice President at Alera Group, which operates under the dba names Alera Group Wealth Services and Alera Group Retirement Plan Services. Brian also serves as a board member for the Arlington Heights Youth Basketball Association.
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.
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2
IL
04/19/2018 - Present
Alera Investment Advisors, LLC (DEERFIELD IL)
IL
11/02/2017 - 08/23/2024
TRIAD ADVISORS LLC (Deerfield IL)
IL
04/21/2003 - 11/02/2017
SECURIAN FINANCIAL SERVICES, INC. (Deerfield IL)
BOTH
Issued 05/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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