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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 Nauman is an investment advisor representative at Planmember Securities Corporation. Brian has been in the securities industry since 1989. Brian has been associated with Planmember Securities Corporation since 2018 and has previously worked at Parkland Securities, LLC. Brian is a registered investment advisor in Iowa and Texas, and is also registered in several other states. Brian has earned the Series 6, Series 26, Series 63 and Series 65 securities licenses. Brian provides investment supervisory services, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Provides investment supervisory services
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.
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2
IA
10/20/2022 - Present
Planmember Securities Corp. (Davenport IA)
IA
05/01/2012 - 11/13/2018
PARKLAND SECURITIES, LLC (DAVENPORT IA)
NV
05/05/2005 - 05/02/2012
PLANMEMBER SECURITIES CORPORATION (LAS VEGAS NV)
PA
04/07/1998 - 05/06/2005
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
CT
03/17/1994 - 04/07/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
10/15/1991 - 03/28/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
01/01/1990 - 10/16/1991
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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