Unclaimed
Brian Nieuwlandt is a financial advisor at Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Brian has been in the financial services industry since 2007 and has held previous roles with USA FINANCIAL SECURITIES CORPORATION and COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. Brian provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and advisory services through Kestra Advisory Services, LLC.
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.
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
IN
11/27/2023 - Present
Kestra Advisory Services, LLC (Ossian IN)
IN
01/17/2018 - 11/27/2023
USA FINANCIAL SECURITIES CORPORATION (Ossian IN)
IN
08/19/2010 - 01/26/2018
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (FORT WAYNE IN)
IN
01/17/2007 - 08/20/2010
PFS INVESTMENTS INC. (FORT WAYNE IN)
IA
Issued 10/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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