Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brianne? Claim Your ProfileBrianne Leigh Ikerd is a financial advisor who provides investment advice to individuals, families, and businesses. Brianne has been in the financial services industry for over six years and holds both Series 6 and Series 63 licenses. Brianne is registered to offer advisory services in Indiana, Michigan, and Tennessee through Global Retirement Partners LLC. Brianne also holds a Series 65 license and offers investment advisory services through CSi Advisory Services, a division of HUB International. In addition to her work as a financial advisor, Brianne is also a Professor of Economics at Marian University.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
07/25/2024 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
IN
10/19/2017 - 02/14/2020
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IA
Issued 07/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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