Brian Thompson (CRD# 6594522) is an Investment Advisor Representative working at Brian Thompson Financial in Chicago, IL and has 1 year of experience in the finance industry. Brian Thompson 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brian Thompson Tax LLC | Chicago, IL | Jan 2017 - Current | 7 |
| Brian Thompson Financial, LLC | Chicago, IL | Jan 2014 - Current | 10 |
| American Tax Solutions, Inc. | Chicago, IL | Apr 2007 - Jul 2016 | 9 |
- IL
- NY
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$872,579
- A percentage of assets under your management
- 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
IL, NY
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