Brian FornerisCRD Number: 4556917
Current Firm: Stancorp Investment Advisers, Inc.
Brian Forneris (CRD# 4556917) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Independence, OH and has over 15 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Stancorp Investment Advisers, Inc.||Independence, OH||Aug 2013 - Current||4|
|Stancorp Equities, Inc.||Independence, OH||Jun 2013 - Current||4|
|Princor Financial Services Corporation||Cleveland, OH||Jan 2006 - Jun 2013||7|
|Principal Life Insurance Company||Cleveland, OH||Dec 2005 - Jun 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S65||NASAA Investment Advisors Law Examination||Jan 2003|
Total Assets Under Management15,404MILLIONS
Total Number of Accounts40,368ACCOUNTS
Average Account Value$381,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV