Brian Piel (CRD# 6681502) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kansas City, MO and has over 7 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Overland Park, KS | Jan 2019 - Current | 5 |
| Bank Of America, N.a. | Overland Park, KS | Jan 2019 - Current | 5 |
| Country Capital Management Company | Bloomington, IL | Dec 2016 - Nov 2018 | 1 |
| Exp Realty | Ozark, MO | Jun 2015 - Jan 2018 | 2 |
| Keller Williams Realty | Gladstone, MO | Jun 2015 - May 2017 | 1 |
| Prudential Insurance | Overland Park, KS | Sep 2016 - Oct 2016 | < 1 |
| Greater Heartland Financial Group | Overland Park, KS | Aug 2016 - Oct 2016 | < 1 |
| Bank Midwest | Liberty, MO | May 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- KS
- MO
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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