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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 Roskamp is a financial advisor with Ameriprise Financial Services, LLC. Brian has been in the financial industry since May 8, 2019 and has a strong track record of providing personalized financial planning and investment management services to clients. Brian is committed to helping clients achieve their financial goals and provides a wide range of services including asset allocation, financial planning, and portfolio management for individuals and businesses. Brian has a Series 7, 63, and 65 licenses and holds the SIE certification. Brian has experience working with a variety of clients including individuals, families, trusts, and small businesses.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CO
09/12/2022 - Present
Ameriprise Financial Services, LLC (THORNTON CO)
CO
11/09/2018 - 03/14/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
IA
Issued 08/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/25/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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