Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Coleman is a financial advisor with Ameriprise Financial Services, LLC. Brian has been in the financial services industry since 2007 and has experience working with individuals, families, and businesses. Brian has worked at a number of firms including PlanMember Securities Corporation, Infinex Investments, Inc, and LPL Financial LLC. Brian is registered in Michigan, Florida, and Wisconsin. Brian holds Series 7, 66, and SIE licenses. Brian is also an independent insurance broker with a focus on fixed annuities.
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.
Asset allocation services
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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MI
02/15/2023 - Present
Ameriprise Financial Services, LLC (Marquette MI)
MI
01/11/2019 - 02/10/2023
INFINEX INVESTMENTS, INC. (Marquette MI)
MI
06/09/2017 - 01/02/2019
PLANMEMBER SECURITIES CORPORATION (Grandville MI)
MI
04/01/2016 - 09/28/2016
INVESTMENT CENTERS OF AMERICA, INC. (Marquette MI)
MI
06/22/2011 - 04/01/2016
LPL FINANCIAL LLC (HANCOCK MI)
MI
01/03/2011 - 05/26/2011
WELLS FARGO ADVISORS, LLC (ISHPEMING MI)
MI
01/13/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (NEGAUNEE MI)
MI
07/10/2007 - 09/03/2008
EDWARD JONES (GRAND RAPIDS MI)
BOTH
Issued 08/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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