linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Lee Thorkelson

Prosperity - AN Eisneramper Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Lee Thorkelson

Brian Thorkelson is a financial advisor at Prosperity - An EisnerAmper Company. Brian has over 13 years of experience in the financial services industry. Brian has a wide range of experience in financial planning and investment management. Brian is dedicated to providing clients with personalized financial advice and guidance.

Firm Information

Brian Thorkelson is currently registered with Prosperity - AN Eisneramper Co.. Prosperity - AN Eisneramper Co. is a registered investment advisor based in Owings Mills, MD. The firm has 27 licensed agents, 45 investment advisor representatives, and 42 registered representatives. They manage approximately $2.91 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Their services include financial planning, portfolio management, and educational seminars. They do not participate in wrap fee programs.
Prosperity - AN Eisneramper Co.

10065 RED RUN BOULEVARD

OWINGS MILLS, MD 21117

$2.91B

Assets Under Management

2

Total Clients

42

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Thorkelson’s Registration & Firm History

MN

08/30/2023 - Present

Prosperity - AN Eisneramper Co. (MINNEAPOLIS MN)

MN

11/11/2016 - 12/31/2018

CETERA ADVISOR NETWORKS LLC (MINNEAPOLIS MN)

MN

12/16/2014 - 11/11/2016

TRIAD ADVISORS, INC. (Minneapolis MN)

MN

09/29/2010 - 08/07/2014

J.P. MORGAN SECURITIES LLC (MINNEAPOLIS MN)

MN

03/22/2007 - 01/15/2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDINA MN)

Not sure if Brian Lee Thorkelson is right for you?

Licenses & Designations

IA

Issued 10/14/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/2010

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 05/29/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Lee Thorkelson.
Not sure if Brian Lee Thorkelson is right for you?