Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian MacIejewski is a financial advisor with LPL Financial LLC. Brian has over 20 years of experience in the financial services industry. Brian is licensed to provide financial advice in Arizona, Florida, Hawaii, Illinois, Iowa, Minnesota, South Dakota, Washington, and Wisconsin. Brian has a wide range of experience in financial planning, portfolio management, and other advisory services. Brian provides advisory services to individuals, families, businesses, and trusts. Brian is committed to providing his clients with personalized financial advice and guidance. Brian is a dedicated professional who is passionate about helping his 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
08/29/2022 - Present
LPL Financial LLC (SHAWANO WI)
WI
07/01/2021 - 08/30/2022
ASSOCIATED INVESTMENT SERVICES, INC. (STURGEON BAY WI)
WI
07/31/2020 - 06/18/2021
AMERIPRISE FINANCIAL SERVICES, LLC (GREEN BAY WI)
WI
05/22/2015 - 07/31/2020
CUSO FINANCIAL SERVICES, L.P. (Manitowoc WI)
WI
03/11/2011 - 05/19/2015
LPL FINANCIAL LLC (TOWNSEND WI)
WI
08/04/2009 - 03/14/2011
THRIVENT INVESTMENT MANAGEMENT INC. (GREEN BAY WI)
WI
12/08/2004 - 08/03/2009
AMERIPRISE FINANCIAL SERVICES, INC. (GREEN BAY WI)
MN
12/08/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
03/17/2003 - 11/17/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/17/2003 - 11/17/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MO
09/24/2002 - 11/15/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian MacIejewski is the right advisor for you? Invested Better is here to help.
