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Brian Wesley Kofoed

Alpha Cubed Investments, LLC

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About Brian Wesley Kofoed

Brian Kofoed is an Investment Advisor Representative at Alpha Cubed Investments, LLC located in Irvine, California. Brian has been in the financial services industry since 2007 and has a strong background in investment management and financial planning. Brian holds the Series 63, 66, 7, 9, and 10 licenses and is a Certified Financial Planner. Brian is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Brian Kofoed is currently registered with Alpha Cubed Investments, LLC. Alpha Cubed Investments, LLC is an Irvine, California-based investment advisor with over 2.4 billion in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, and selection of other advisors services to individuals and high net worth individuals. The firm has 25 investment advisor representatives and 8 licensed agents.
Alpha Cubed Investments, LLC

18301 VON KARMAN AVE.

IRVINE, CA 92612

$2.49B

Assets Under Management

4

Total Clients

23

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 Kofoed’s Registration & Firm History

CA

06/17/2024 - Present

Alpha Cubed Investments, LLC (IRVINE CA)

NV

07/06/2011 - 09/26/2023

FIDELITY BROKERAGE SERVICES LLC (HENDERSON NV)

UT

09/01/2009 - 06/30/2011

E*TRADE SECURITIES LLC (SANDY UT)

UT

10/15/2007 - 08/26/2009

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 02/03/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/19/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/11/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/21/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Wesley Kofoed.
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