Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Midtbo is a financial advisor who has been in the industry for over 25 years. Brian is registered with both Colorado and Texas as an Investment Advisor Representative. Brian is affiliated with THE Wealth Consulting Group and StrongHaven Capital LLC, providing investment advisory services to individuals, families, and businesses. Brian has extensive experience in financial planning, portfolio management, and retirement planning. Brian is committed to providing personalized financial advice that helps 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.
Helps you choose top advisors aligned with your financial goals.
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
NV
09/07/2022 - Present
THE Wealth Consulting Group (LAS VEGAS NV)
CO
09/17/2021 - 05/18/2023
LPL FINANCIAL LLC (CENTENNIAL CO)
CO
08/20/1996 - 05/17/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)
WI
08/20/1996 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 09/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/10/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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