Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Smith is an investment advisor representative at Fuse Partners, LLC and has been in the financial industry since May 13, 2000. Brian is registered to provide investment advice in Arizona, California, Illinois, Iowa, Ohio, and Wisconsin. Brian's firm, Fuse Partners, LLC, provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals and 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.
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
IA
01/11/2024 - Present
Fuse Partners, LLC (Bettendorf IA)
IA
03/30/2015 - 06/29/2022
LPL FINANCIAL LLC (DAVENPORT IA)
IL
05/31/2002 - 03/31/2015
CUNA BROKERAGE SERVICES, INC. (MOLINE IL)
MN
01/22/2001 - 05/13/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IL
09/26/2000 - 01/19/2001
FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)
IN
03/16/2000 - 08/16/2000
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
03/16/2000 - 08/16/2000
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
IA
Issued 08/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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