linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Leigh Runkles

Veridian Capital Partners

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 Leigh Runkles

Brian Leigh Runkles is a financial advisor with Veridian Capital Partners. Brian has been in the financial services industry since August 1998. Brian has a series 63, 65, 7, 99TO, and SIE license. Brian holds a Certified Financial Planner designation. Brian is registered with the state of Maryland, North Carolina, South Carolina, Texas, Virginia, and West Virginia. Brian specializes in providing financial planning and portfolio management for both individuals and corporations. Brian also has experience in insurance products and has a Fixed Insurance license.

Firm Information

Brian Runkles is currently registered with Veridian Capital Partners. Veridian Capital Partners is an investment advisor headquartered in Frederick, MD. They manage approximately $389.5 million in assets for individuals, corporations, and charitable organizations. Veridian Capital Partners provides financial planning and portfolio management services.
Veridian Capital Partners

7101 GUILFORD DRIVE,

FREDERICK, MD 21704

$389.50M

Assets Under Management

68

Total Clients

6

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

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 Runkles’s Registration & Firm History

MD

08/23/2021 - Present

Veridian Capital Partners (FREDERICK MD)

MD

08/24/1998 - 06/01/2021

AMERIPRISE FINANCIAL SERVICES, LLC (FREDERICK MD)

MN

08/24/1998 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Brian Leigh Runkles is right for you?

Licenses & Designations

BC

Issued 09/15/1998

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/28/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Leigh Runkles.
Not sure if Brian Leigh Runkles is right for you?