Brian Sunderman, financial advisor Lincoln NE
89 score

Brian Sunderman

CRD Number: 6017747
Current Firm: Smith Hayes Advisers Inc.

Brian Sunderman (CRD# 6017747) is an Investment Advisor Representative working at Smith Hayes Advisers Inc. in Lincoln, NE and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Lincoln, NE Jul 2016 - Current < 1
Smith Hayes Advisers, Inc. Lincoln, NE Jul 2013 - Current 3
Smith Hayes Financial Services Corp. Lincoln, NE Jun 2013 - Current 3
Smith Hayes Financial Services Corp. Lincoln, NE Jan 2012 - Jun 2013 1
University Of Nebraska At Lincoln Lincoln, NE Aug 2009 - May 2013 3
Nebraska Book Company Lincoln, NE Dec 2009 - Feb 2013 3
Harding & Shultz Lincoln, NE Sep 2010 - Jan 2012 1
Ice Cream Store Lincoln, NE Jun 2009 - Aug 2009 < 1
Russ's Supermarket Lincoln, NE Aug 2006 - Aug 2009 3
Lincoln East High School Lincoln, NE Aug 2005 - Jun 2009 3
Journal Star Lincoln, NE Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Brian M. Sunderman
Phone Number: 402-476-3000
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    2,146
    MILLIONS
  • Total Number of Accounts
    2,174
    ACCOUNTS
  • Average Account Value
    $986,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • 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)
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, KS, LA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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