Brian Frevert, financial advisor Denver CO
96 score

Brian Frevert

CRD Number: 1320989
Current Firm: Rubinbrown Advisors LLC

Brian Frevert (CRD# 1320989) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Denver, CO and has over 16 years of experience in the finance industry. Brian Frevert 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
Rubinbrown Brokerage Services, LLC St. Louis, MO Sep 2010 - Current 6
Rubinbrown, LLP Denver, CO Aug 2010 - Current 6
Rubinbrown Advisors Denver, CO Aug 2010 - Current 6
Nfp Securities Inc. Austin, TX Apr 2003 - Sep 2010 7
Shnm Financial Advisors, LLC Denver, CO Jan 1999 - Aug 2010 11
Saltzman Hamma Nelson Massaro LLP Denver, CO Nov 1997 - Aug 2010 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2000
Contact Info for Brian D. Frevert
Phone Number: 314-290-3300
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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