Brian Westemeyer, financial advisor Albert Lea MN
93 score

Brian Westemeyer

CRD Number: 1278255
Current Firm: Intellicents Investment Solutions Inc.

Brian Westemeyer (CRD# 1278255) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Oct 2016 - Current 1
Hawkeye Touchless Inc And Westport Touchless Of Coralville Inc. Coralville, IA Jun 1998 - Current 20
Intellicents Inc. Albert Lea, MN Apr 1993 - Current 25
Intellicents Investment Solutions Inc. Overland Park, KS Apr 1993 - Current 25
Investors Capital Corp. Lynnfield, MA Jan 2016 - Oct 2016 < 1
Lpl Financial LLC Leawood, KS Sep 2013 - Dec 2015 2
Nfp Securities, Inc. Johnston, IA Apr 1998 - Sep 2013 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1986
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for Brian B. Westemeyer
Phone Number: 507-377-2919
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    2,882
    MILLIONS
  • Total Number of Accounts
    295
    ACCOUNTS
  • Average Account Value
    $9,768,990
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

IA, KS, MN, MO, NE, SD, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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