Shawn Brickler, financial advisor Centerville OH

Shawn Brickler

CRD Number: 1624186
Current Firm: Triad Advisors, LLC

Shawn Brickler (CRD# 1624186) is an Investment Advisor Representative working at Triad Advisors, LLC in Centerville, OH and has over 27 years of experience in the finance industry. Shawn Brickler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Brickler Wealth Management, Inc. Centerville, OH Jul 2005 - Current 18
Triad Advisors, Inc. Norcross, GA Mar 2004 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
Contact Info for Shawn M. Brickler
Phone Number: 800-720-4003
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,249
    MILLIONS
  • Total Number of Accounts
    10,769
    ACCOUNTS
  • Average Account Value
    $208,816
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

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