Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Matthew Harris is an active advisor registered with the state of Wisconsin and Minnesota. Brian has been in the industry since February 1993. Brian is currently employed by Osaic Wealth, Inc. which has been in business since 2003 and manages approximately $94,557,613,744 in assets. The firm offers a variety of services including financial planning, pension consulting, educational seminars, and portfolio management. Brian is also registered with the state of Arizona, California, Illinois, Iowa, New York, Ohio, South Dakota, and Texas.
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.
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.
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2
WI
09/01/2023 - Present
Osaic Wealth, Inc. (LA CROSSE WI)
WI
03/08/2006 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LA CROSSE WI)
MO
08/26/1994 - 03/20/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
02/18/1993 - 08/23/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 07/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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