Brian Kilby, financial advisor Cincinnati OH

Brian Kilby

CRD Number: 2936167
Current Firm: Hauser Retirement Solutions 2 LLC

Brian Kilby (CRD# 2936167) is an Investment Advisor Representative working at Hauser Retirement Solutions 2 LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Hauser Retirement Solutions, LLC Cincinnati, OH Oct 2017 - Current 6
Creative Retirement Systems Cincinnati, OH Jan 2017 - Jul 2017 < 1
Bb&t Bank Crestview Hills, KY Apr 2016 - Jan 2017 < 1
Retirement Advantage Cincinnati, OH Mar 2013 - Apr 2016 3

Brian Kilby has no recent exams reported.
Contact Info for Brian M. Kilby
Phone Number: 513-745-9200
Registered State(s):
  • OH
  • WY
By the Numbers
  • Total Assets Under Management
    966
    MILLIONS
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $10,850,985
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, GA, LA, MD, NC, NE, NH, NJ, OH, TX, WY

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