CFP®, CPA, Series 7 Securities Registration,1Series 66 Advisory Registration,† Insurance License
Brian diligently advises clients on income, gift, trust and estate tax issues while leveraging the expertise of the Roundtable to deliver comprehensive, customized strategies. For more than 10 years he has helped numerous clients develop and implement sophisticated financial, tax and estate strategies that are in alignment with their goals and values.
Brian is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant (CPA) who graduated Magna Cum Laude from the University of Notre Dame with two degrees: a Bachelor of Business Administration and a Master of Science in Accountancy. He lives in Arden Hills where he enjoys spending time with his wife and five children.
1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
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Phone: 1-800-492-1222
Email: info@wealthenhancement.com
Corporate Address: 505 North Highway 169, Suite 900, Plymouth, MN
Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
WEAS ADV Part 2A Including Form CRS WEAS Supplement to ADV Part 2A WEAS ADV PART 2A Appendix 1
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