Unclaimed
Brian Brecklin is a financial professional registered with State Farm Investment Management Corp. Brian has over 20 years of experience in the financial industry. Brian holds licenses to provide investment advice in Colorado, Illinois, Michigan, New Hampshire, Texas, and Wisconsin. Brian is also a Chartered Financial Consultant. Brian's previous experience includes working for Brian Brecklin Insurance Agency and State Farm VP Management Corp.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
WI
08/15/2018 - Present
State Farm Investment Management Corp. (West Allis WI)
BC
Issued 02/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Brecklin is the right advisor for you? Invested Better is here to help.