Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bartold is a financial advisor with Coppell Advisory Solutions LLC dba Fusion Capital Management. Brian has been working in the financial industry since 2011 and is a registered investment advisor in Michigan. Brian also has a Series 63 and 65 license as well as a Series 6TO and SIE. Brian specializes in providing financial planning and investment advice to high-net-worth individuals and other clients.
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.
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.
1
2
TX
05/31/2022 - Present
Coppell Advisory Solutions LLC (DALLAS TX)
BC
Issued 04/07/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Brian Bartold is the right advisor for you? Invested Better is here to help.
