Brian Runkles, financial advisor Frederick MD

Brian Runkles

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Brian L. Runkles
Phone Number: (301) 228-9300
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    348
    MILLIONS
  • Total Number of Accounts
    1,898
    ACCOUNTS
  • Average Account Value
    $183,377
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
  • Pension consulting services
Types of Clients
Registered States

CO, DE, FL, MD, NC, PA, SC, TX, VA, WV

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