Brian Forward, financial advisor Brooklyn MI
90 score

Brian Forward

CRD Number: 5958489
Current Firm: Edward Jones

Brian Forward (CRD# 5958489) is an Investment Advisor Representative working at Edward Jones in Brooklyn, MI and has over 5 years of experience in the finance industry.

Similar Advisors
Bryan Perry, financial advisor Brooklyn MI
Bryan S. Perry
CRD# 2494372
Ameriprise Financial Services, Inc.
Score
101
Similar Advisors
Jack Miceli, CRC, financial advisor Brooklyn MI
Jack M. Miceli, CRC
CRD# 5052430
Gwn Securities Inc.
Score
100
Similar Advisors
Phillip Augustine, financial advisor Brooklyn MI
Phillip A. Augustine
CRD# 1104189
Prudential Financial Planning Services
Score
96
Company Name Location Dates Years
Edward Jones St. Louis, MO Jul 2011 - Current 5
Farm Bureau Insurance East Lansing, MI Jun 2010 - Jun 2011 1
Five Star Cleaning Systems Inc. Livonia, MI Jun 2009 - Jun 2010 1
Rockland International Inc. Troy, MI May 2009 - Jun 2009 < 1
Forward Business Concepts Inc. Miami, FL Sep 2008 - May 2009 < 1
Rockland International Inc. Troy, MI May 2007 - Sep 2008 1
Rathburn Contracting Manchester, MI May 2001 - May 2007 6
Mayfield And Son Construction Saline, MI Jan 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Brian Forward
Phone Number: 314-515-2000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Brian Forward and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.