Brian Aberle, financial advisor Eagle CO

Brian Aberle

CRD Number: 2769592
Current Firm: Aberle Investment Management LLC

Brian Aberle (CRD# 2769592) is an Investment Advisor Representative working at Aberle Investment Management LLC in Eagle, CO and has over 27 years of experience in the finance industry. Brian Aberle 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
Wells Fargo Advisors Financial Network LLC Eagle, CO May 2009 - Current 14
Aberle Investment Management Eagle, CO May 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for Brian J. Aberle
Phone Number: (970) 432-7040
Registered State(s):
  • CA
  • CO
  • IL
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $552,823
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
Types of Clients
Registered States

CA, CO, IL, LA, TX

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