Brian Nieuwlandt (CRD# 5247006) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Fort Wayne, IN and has over 17 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 2362499
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Fort Wayne, IN | Nov 2023 - Current | < 1 |
| Kestra Investment Services, LLC | Fort Wayne, IN | Nov 2023 - Current | < 1 |
| Usa Financial Securities Corporation | Ada, MI | Jan 2018 - Nov 2023 | 5 |
| Shelton Financial Group | Fort Wayne, IN | Aug 2010 - Nov 2023 | 13 |
| Comprehensive Asset Management & Servicing, Inc. | Parsippany, NJ | Aug 2010 - Jan 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2007 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
- IN
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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