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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 James Connelly is a financial advisor who has been in the industry for over 20 years. Brian is currently registered with Osaic Wealth, Inc. and has previously worked with Securities America, Inc. and Jackson National Life Distributors LLC. Brian is also a Certified Financial Planner. Brian is registered to offer investment advisory services in several states, including Minnesota, Florida, Iowa, Massachusetts, South Dakota, and Wisconsin. Brian is dedicated to helping clients reach their financial goals and has a strong track record of success. Brian is passionate about providing clients with comprehensive financial planning services that are tailored to their individual needs.
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
MN
06/14/2024 - Present
Osaic Wealth, Inc. (BURNSVILLE MN)
MN
12/15/2023 - 06/14/2024
SECURITIES AMERICA, INC. (BURNSVILLE MN)
MN
03/01/2022 - 11/24/2023
OSAIC WEALTH, INC. (BURNSVILLE MN)
CO
05/26/2003 - 03/02/2022
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BC
Issued 8/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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