Shawn BricklerCRD 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.
Truly Prosper Financial Planning LLC
Prudential Financial Planning Services
U.s. Bancorp Investments, Inc.
|Brickler Wealth Management, Inc.||Centerville, OH||Jul 2005 - Current||18|
|Triad Advisors, Inc.||Norcross, GA||Mar 2004 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1996|
Total Assets Under Management2,249MILLIONS
Total Number of Accounts10,769ACCOUNTS
Average Account Value$208,816
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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