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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Oberle is a financial advisor with Mercer Global Advisors Inc. Brian has been a financial advisor for over 25 years and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Brian is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 63, Series 65, and Series 66 securities licenses. 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.
Trust services, estate planning, tax return preparation, consultation
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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CO
03/09/2022 - Present
Mercer Global Advisors Inc. (DENVER CO)
MD
10/19/1994 - 07/03/2017
CHARLES SCHWAB & CO., INC. (TOWSON MD)
MN
10/02/1992 - 10/13/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/02/1992 - 10/13/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/21/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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