Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wilmet is a financial advisor with Osaic Wealth, Inc. Brian has been in the financial services industry since 2002. Brian is a registered representative with both FINRA and the state of Wisconsin. Brian holds the Series 6, 7, 63, and 65 licenses. Brian's areas of expertise include financial planning, portfolio management, and retirement planning. Brian is dedicated to helping individuals and families reach their financial goals.
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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WI
09/01/2023 - Present
Osaic Wealth, Inc. (MILWAUKEE WI)
WI
02/09/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MILWAUKEE WI)
WI
03/25/2017 - 02/15/2018
MML INVESTORS SERVICES, LLC (Milwaukee WI)
WI
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Milwaukee WI)
WI
03/04/2013 - 01/02/2015
NEW ENGLAND SECURITIES (BROOKFIELD WI)
IL
08/01/2012 - 03/04/2013
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
WI
06/13/2008 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)
WI
07/31/2002 - 06/16/2008
DIVERSIFIED INVESTORS SECURITIES CORP. (SHOREWOOD WI)
IA
Issued 07/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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