Brian WilmetCRD Number: 4557947
Current Firm: Msi Financial Services, Inc.
Brian Wilmet (CRD# 4557947) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Milwaukee, WI and has over 15 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Metlife Securities Inc.||Brookfield, WI||Jan 2015 - Current||2|
|New England Securities||Brookfield, WI||Feb 2013 - Current||4|
|Bmo Harris Financial Advisors, Inc.||Chicago, IL||Aug 2012 - Feb 2013||< 1|
|Bmo Harris Bank||Milwaukee, WI||Jul 2011 - Feb 2013||1|
|M&i Trust Company||Milwaukee, WI||Mar 2008 - Feb 2013||4|
|M & I Insurance Services||Milwaukee, WI||Mar 2008 - Feb 2013||4|
|Diversified Investors Securities Corp.||Shorewood, WI||Jun 2006 - Mar 2008||1|
|North Shore Bank||Milwaukee, WI||Jun 2002 - Mar 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S65||NASAA Investment Advisors Law Examination||Jul 2010|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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
- 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
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV