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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 Tewes is an investment advisor representative with Osaic Wealth, Inc. located in FORT MITCHELL, KY. Brian has been in the industry since February 1998 and has a wide range of experience in financial services, including portfolio management, financial planning, and retirement planning. Brian has a strong track record of success in helping clients achieve their financial goals. Brian is a Registered Representative and an Investment Adviser Representative. He is registered with the state of Kentucky and holds Series 6, 7, 63, and 65 licenses. Brian is also a member of the SIE exam. He is committed to providing his clients with personalized service and tailored financial solutions.
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
KY
01/24/2025 - Present
Osaic Wealth, Inc. (FORT MITCHELL KY)
OH
01/31/2001 - 06/13/2006
WADDELL & REED, INC. (CINCINNATI OH)
RI
12/10/1999 - 01/23/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
02/12/1998 - 12/10/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 09/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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