Brian Runkles (CRD# 3053096) is an Investment Advisor Representative working at Veridian Capital Partners in Frederick, MD and has over 25 years of experience in the finance industry. Brian Runkles 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.
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | May 2021 - Current | 2 |
| Veridian Capital Partners | Frederick, MD | May 2021 - Current | 2 |
| Brian Runkles, Inc. | Frederick, MD | Mar 2008 - Current | 16 |
| Knights Chamber | Mankato, MN | Jan 1998 - Current | 26 |
| Estate & Financial Services | Mankato, MN | Oct 1997 - Current | 26 |
| Ameriprise Financial Services, Inc. | Minneapolis, MN | Sep 2005 - May 2021 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
- MD
- TX
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Total Assets Under Management390MILLIONS
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Total Number of Accounts2,228ACCOUNTS
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Average Account Value$174,822
- 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
CO, DE, FL, MD, NC, NE, PA, SC, TX, VA, WV
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