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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 Raymond Bies is an investment advisor representative with Silvercrest Asset Management Group LLC. Brian has been in the industry since 1994 and is licensed to provide investment advisory services in Texas and Wisconsin. Brian's previous experience includes roles at ALPS Distributors, Inc., and Securities America, Inc. Brian is also licensed to provide investment advice to individuals, high-net-worth individuals, corporations and other businesses, investment companies, state or municipal government entities, pension and profit-sharing plans, charitable organizations, insurance companies, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WI
08/08/2019 - Present
Silvercrest Asset Management Group LLC (Milwaukee WI)
WI
10/03/2011 - 12/04/2013
ALPS DISTRIBUTORS, INC. (MILWAUKEE WI)
NE
10/12/1994 - 10/22/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
BC
Issued 09/19/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/01/1995
Series 4 - Registered Options Principal Examination
BC
Issued 06/19/1995
Series 24 - General Securities Principal Examination
BC
Issued 09/30/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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