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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lawrence Monson is an investment advisor representative with Ameriprise Financial Services, LLC. Brian has been in the financial services industry since July 17, 1989. Brian is registered with the state of Utah as an investment advisor representative and with the state of Texas as an investment advisor representative. Brian is also registered with FINRA and the Securities Investor Protection Corporation (SIPC). Brian has a Series 63, Series 65, Series 7 and SIE license. Brian has been with Ameriprise Financial Services, LLC since March 2020. Prior to that Brian was with Ameriprise Financial Services, Inc. since September 2005. Brian has experience providing financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
UT
12/23/1991 - Present
Ameriprise Financial Services, LLC (Salt Lake City UT)
MN
10/22/1990 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/20/1993 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
UT
09/14/1989 - 10/24/1990
OLSEN PAYNE & COMPANY (SALT LAKE CITY UT)
NA
07/18/1989 - 09/28/1989
FIRST EAGLE, INC.
IA
Issued 11/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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