Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bevan is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, Minnesota. Brian has been working in the financial services industry since 2008. Brian is registered with the state of California, Colorado, Oregon, and Utah and holds Series 7, 31, and 66 licenses. Brian is also a Certified Financial Planner. Brian has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Brian provides financial planning, portfolio management, and pension consulting services.
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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MN
07/17/2024 - Present
Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)
UT
06/01/2009 - 07/19/2024
MORGAN STANLEY (Salt Lake City UT)
UT
10/01/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SALT LAKE CITY UT)
BOTH
Issued 11/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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