Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wildman is a registered Investment Advisor Representative with Timothy Financial Counsel, Inc. Brian has over 20 years of experience in the financial services industry. Brian holds a Series 6, Series 7 and Series 65 licenses. Brian is also an Independent Trustee of the Innovator ETFs Trust. Brian is dedicated to helping 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.
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.
Fees for education workshops
1
2
IL
07/03/2019 - Present
Timothy Financial Counsel, Inc. (WHEATON IL)
IL
10/03/2003 - 12/12/2005
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
IL
05/11/1999 - 10/03/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
07/19/1988 - 12/05/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
07/19/1988 - 12/05/1988
IDS LIFE INSURANCE COMPANY
IA
Issued 07/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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