Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Buffie is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC, based in Minneapolis, Minnesota. Brian has been in the industry since 2009 and has a strong background in financial planning, portfolio management, and investment advisory services. Brian holds a Series 7, Series 24, Series 52TO, Series 53, and Series 66, and Series 14 licenses. Previously, Brian worked at Thrivent Investment Management Inc. and Workman Securities Corporation. Brian has a broad client base including high-net-worth individuals, individuals other than high-net-worth, corporations, and charitable organizations. Brian's expertise in financial planning and investment management helps clients 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.
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.
1
2
MN
01/18/2016 - Present
Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)
MN
07/01/2010 - 04/11/2014
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
01/07/2009 - 05/07/2010
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
BOTH
Issued 08/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/17/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/25/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Buffie is the right advisor for you? Invested Better is here to help.
