Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Sonnenberg is a financial advisor registered with LPL Financial LLC. Brian has been in the financial industry since 2001 and has worked with a variety of firms including M&I Financial Advisors, Inc, SII Investments, Inc, and American Express Financial Advisors Inc. Brian is licensed to provide financial services in Arizona, Arkansas, California, Colorado, Florida, Illinois, Kentucky, Minnesota, Missouri, Tennessee, Texas, Virginia, Washington and Wisconsin. Brian has the Series 7 and Series 66 licenses, which allows him to offer a wide range of financial products and services to individuals, families, and businesses. Brian provides financial planning, portfolio management, and other advisory services to clients. Brian is committed to helping clients achieve their financial goals.
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.
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2
WI
03/24/2021 - Present
LPL Financial LLC (ONALASKA WI)
WI
08/01/2012 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (MAUSTON WI)
WI
09/21/2005 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (NEW LISBON WI)
WI
09/12/2001 - 09/20/2005
SII INVESTMENTS, INC. (APPLETON WI)
MN
01/18/2001 - 09/04/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/18/2001 - 09/04/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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