Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Schilling is a financial advisor with over 25 years of experience in the industry. Brian currently works with Cambridge Investment Research Advisors, Inc. in Fairfield, IA. Brian is a Certified Financial Planner and Chartered Financial Consultant. Brian has a strong track record of helping clients reach their financial goals. Brian’s previous employers include CUNA Brokerage Services, Inc. and Berthel, Fisher & Company Financial Services, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
05/23/2018 - Present
Cambridge Investment Research Advisors, Inc. (Fairfield IA)
IA
01/11/2013 - 05/23/2018
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IA
01/06/2012 - 10/25/2012
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (MARION IA)
IA
01/04/2011 - 10/25/2012
SECURITIES MANAGEMENT & RESEARCH, INC. (MARION IA)
IA
02/14/2008 - 01/12/2011
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (MARION IA)
IA
01/18/2006 - 08/03/2007
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (DUBUQUE IA)
IA
02/03/2004 - 11/28/2005
EDWARD JONES (CENTERVILLE IA)
IA
08/30/1997 - 01/13/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
TX
01/15/1996 - 04/18/1997
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 07/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2008
Series 4 - Registered Options Principal Examination
BC
Issued 08/26/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/16/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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