Brian RunklesCRD Number: 3053096
Current Firm: Veridian Capital Partners
Brian Runkles (CRD# 3053096) is an Investment Advisor Representative working at Veridian Capital Partners in Frederick, MD and has over 23 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.
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Purshe Kaplan Sterling Investments||Albany, NY||May 2021 - Current||1|
|Veridian Capital Partners||Frederick, MD||May 2021 - Current||1|
|Brian Runkles, Inc.||Frederick, MD||Mar 2008 - Current||14|
|Knights Chamber||Mankato, MN||Jan 1998 - Current||24|
|Estate & Financial Services||Mankato, MN||Oct 1997 - Current||24|
|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|
Total Assets Under Management348MILLIONS
Total Number of Accounts1,898ACCOUNTS
Average Account Value$183,377
- 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
- Pension consulting services
CO, DE, FL, MD, NC, PA, SC, TX, VA, WV
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