Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wenstrup is an investment advisor representative who has been active in the industry since May 7, 2020. Brian is currently registered with Northwestern Mutual Investment Services, LLC in Chicago, Illinois. Brian holds the Series 7TO and Series 66 licenses. Brian was previously registered with Touchstone Securities, Inc. in Cincinnati, Ohio, and Equitable Advisors, LLC in Cincinnati, Ohio.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IL
07/07/2023 - Present
Northwestern Mutual Investment Services, LLC (CHICAGO IL)
OH
11/12/2020 - 05/25/2023
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
OH
03/12/2020 - 10/26/2020
EQUITABLE ADVISORS, LLC (CINCINNATI OH)
BOTH
Issued 12/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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