Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Kaarlsen is a financial advisor with over 27 years of experience in the financial services industry. Bryan currently works at Blackridge Asset Management, LLC. Bryan specializes in providing financial planning, portfolio management for individuals and selection of other advisors. Bryan is licensed to offer investment advice in 19 states and holds licenses for Series 6, 7, 63, 66 and Series 4. Bryan is a registered representative of LPL Financial Corporation and has a strong track record of helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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2
TX
09/01/2016 - Present
Blackridge Asset Management, LLC (San Antonio TX)
TX
06/19/2008 - 08/29/2016
NEXT FINANCIAL GROUP, INC. (SAN ANTONIO TX)
TX
11/09/2007 - 06/24/2008
LPL FINANCIAL CORPORATION (SAN ANTONIO TX)
TX
05/31/1994 - 11/06/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
WI
11/11/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 06/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2009
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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