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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Ickes is a financial advisor with Osaic Wealth, Inc. located in Scottsdale, Arizona. Brian has been in the financial services industry since 2006 and has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Brian holds a Series 7, Series 6, Series 63, and Series 24 license. He is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and is a member of the National Association of Personal Financial Advisors (NAPFA). Brian's experience and expertise allow him to develop customized financial plans that are tailored to meet the specific needs of each client.
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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AZ
12/01/2022 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
12/01/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
12/01/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
12/01/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
12/01/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/30/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NC
12/10/2012 - 11/17/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
09/18/2006 - 11/02/2012
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 09/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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