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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 Kompelien is a financial advisor with Cetera Investment Advisers LLC. Brian has been in the financial industry since 1999 and has worked with a number of firms, including GlobalBridge Partners, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and IAI Securities, Inc. Brian is registered with the state of Minnesota and holds Series 63, 66 and 7 securities licenses. Brian is a Chartered Financial Consultant and specializes in providing financial planning, pension consulting and portfolio management services to individuals and businesses.
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.
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.
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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
06/13/2002 - 10/28/2003
GLOBALBRIDGE PARTNERS, INC. (MINNEAPOLIS MN)
MN
07/21/1997 - 08/23/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/21/1997 - 08/23/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/13/1996 - 05/12/1997
IAI SECURITIES, INC. (MINNEAPOLIS MN)
BOTH
Issued 8/2/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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