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Brian John Klecan

USI Securities, Inc.

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About Brian John Klecan

Brian Klecan is a financial advisor with USI Securities, Inc., a firm headquartered in Glastonbury, Connecticut. Brian has been working in the financial industry since 2001 and is registered to provide securities and investment advisory services in Ohio. He is also licensed to provide investment advice in Connecticut. Brian has experience working with a variety of clients including insurance companies, investment companies, charitable organizations, and high-net-worth individuals.

Firm Information

Brian Klecan is currently registered with USI Securities, Inc.. USI Securities, Inc. is a Corporation formed on July 29, 1997 and headquartered in GLASTONBURY, CT. The firm is registered with the SEC and all 52 states and offers selection of other advisers services to individuals other than high-net-worth, pension and profit sharing plans, and other investment advisers. The firm has 23 registered representatives and 19 investment adviser representatives and currently manages $0 in assets for 105 clients.
USI Securities, Inc.

95 GLASTONBURY BLVD.

GLASTONBURY, CT 06033

Not reported

Assets Under Management

105

Total Clients

31

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Bundled consulting and advisory fees

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Brian Klecan’s Registration & Firm History

CT

03/11/2024 - Present

USI Securities, Inc. (GLASTONBURY CT)

OH

08/12/2021 - 12/22/2023

TRIAD ADVISORS LLC (Valley View OH)

OH

01/31/2017 - 07/26/2021

LPL FINANCIAL LLC (BRECKSVILLE OH)

OH

10/13/2011 - 07/08/2016

PNC FUNDS DISTRIBUTOR, LLC (CLEVELAND OH)

OH

01/13/2006 - 10/10/2011

CHARLES SCHWAB & CO., INC. (RICHFIELD OH)

OH

03/22/2005 - 12/01/2005

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

WI

07/09/2003 - 01/07/2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

OH

05/19/2000 - 06/26/2003

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

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Licenses & Designations

IA

Issued 09/14/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/11/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian John Klecan.
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