Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian James O'Konski is a financial advisor currently registered with LPL Financial LLC and has been active in the financial industry since July 30, 2018. Brian has a strong track record of providing investment advice, financial planning, and portfolio management services to a diverse clientele. Brian's expertise spans various financial areas, including individual and business portfolio management, retirement planning, and pension consulting. Prior to joining LPL Financial LLC, Brian worked for Waddell & Reed.
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
KS
08/16/2022 - Present
LPL Financial LLC (Shawnee Mission KS)
KS
07/31/2018 - 09/15/2021
WADDELL & REED (OVERLAND PARK KS)
BOTH
Issued 05/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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