Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lynn Lahrman is a financial advisor with Osaic FA, Inc. Brian is registered with FINRA and has been in the industry since 2003. Brian is a Registered Representative and an Investment Advisor Representative, Brian is also a licensed insurance agent. Osaic FA, Inc. is a Registered Investment Advisor that provides financial planning, portfolio management, and retirement plan consulting services.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
1
2
IN
05/02/2011 - Present
Osaic FA, Inc. (FORT WAYNE IN)
IN
11/16/2005 - 04/12/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
08/13/2003 - 11/02/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 10/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2006
Series 4 - Registered Options Principal Examination
BC
Issued 05/17/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Lahrman is the right advisor for you? Invested Better is here to help.
