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Brianna Nicole Gieselman

Realized Financial, Inc.

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About Brianna Nicole Gieselman

Brianna Nicole Gieselman is a registered investment advisor representative at Realized Financial, Inc. Brianna has been in the industry since 2023. Brianna is registered with the state of Texas as an investment advisor representative and also has licenses for the Series 66, Series 7TO and SIE exams. Realized Financial, Inc. provides a variety of services to individuals, businesses and other registered investment advisors. These services include portfolio management, financial planning and educational seminars.

Firm Information

Brianna Gieselman is currently registered with Realized Financial, Inc.. Realized Financial, Inc. is a registered investment advisor firm headquartered in California. Founded in 1988, they offer financial planning, portfolio management for individuals and other RIAs and BDs, educational seminars, and publication of periodicals. With a team of 7 investment adviser representatives and 12 registered representatives, Realized Financial, Inc. manages assets for individuals, serving over 1 client with approximately $0 in assets under management.

Not reported

Assets Under Management

4

Total Clients

14

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for other ria and bd

Portfolio management for other ria and bd

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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percentage of assets

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

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other

Financial planning fees and reallowances

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Brianna Gieselman’s Registration & Firm History

TX

07/23/2024 - Present

Realized Financial, Inc. (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 04/29/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/04/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brianna Nicole Gieselman.
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