Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kuester is a financial advisor with LPL Financial LLC. Brian has been in the industry since November 16, 2021. Brian holds a Series 7TO, Series 66 and SIE license. Brian is currently registered in 22 states and has a total of 22 state registrations. Brian is also registered as an Investment Advisor Representative in the state of Indiana. Brian's previous firm was CUNA Brokerage Services, Inc. Brian provides a variety of financial planning and investment services to clients. Brian has worked at Breck Logistics, Inc and Evansville Teachers FCU. Brian's specializations include Retirement Planning, College Savings, Estate Planning, Insurance and Tax Planning.
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
IN
05/18/2022 - Present
LPL Financial LLC (EVANSVILLE IN)
IN
11/17/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (EVANSVILLE IN)
BOTH
Issued 01/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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