Brion Collins, financial advisor Delafield WI

Brion Collins

CRD Number: 3120481
Current Firm: Wealthspire Advisors

Brion Collins (CRD# 3120481) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 25 years of experience in the finance industry. Brion Collins 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
Wealthspire Advisors Delafield, WI Feb 2022 - Current 2
Wealthspire Advisors Delafield, WI May 2015 - Jan 2022 6
Wealthspire Capital, LLC Delafield, WI Oct 2015 - Jun 2020 4
Lake Country Wealth Management Delafield, WI Jul 2009 - Apr 2015 5
Next Financial Group, Inc. Delafield, WI Jun 2009 - Apr 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Aug 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Brion S. Collins
Phone Number: (212) 973-1200
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    16,826
    MILLIONS
  • Total Number of Accounts
    7,920
    ACCOUNTS
  • Average Account Value
    $2,124,514
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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