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Brian W Krukiel

Advisor Resource Council

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About Brian W Krukiel

Brian Krukiel is a registered investment advisor with Advisor Resource Council. Brian has over 10 years of experience in the financial services industry. Brian is based in Southlake, TX and is licensed to provide investment advice in Texas. Brian has a Series 6, 7, 63 and 65 license and the SIE exam. Brian specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, corporations and charitable organizations. Brian's previous experience includes roles at LPL Financial LLC and J.P. Morgan Securities LLC.

Firm Information

Brian Krukiel is currently registered with Advisor Resource Council. The Advisor Resource Council is a Dallas, TX-based firm with 91 investment adviser representatives and $2.45 billion in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and other investment advisers. They are also a registered investment adviser with the SEC.
Advisor Resource Council

15110 DALLAS PARKWAY

DALLAS, TX 75248

$2.45B

Assets Under Management

11

Total Clients

75

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Krukiel’s Registration & Firm History

TX

07/26/2018 - Present

Advisor Resource Council (Southlake TX)

TX

09/01/2016 - 07/30/2021

LPL FINANCIAL LLC (SOUTHLAKE TX)

TX

10/01/2012 - 09/15/2016

J.P. MORGAN SECURITIES LLC (SOUTHLAKE TX)

TX

06/02/2008 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (SOUTHLAKE TX)

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Licenses & Designations

IA

Issued 07/26/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2010

Series 7 - General Securities Representative Examination

BC

Issued 05/30/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian W Krukiel.
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