Bryan RaseyCRD Number: 3053588
Current Firm: Principal Securities, Inc.
Bryan Rasey (CRD# 3053588) is an Investment Advisor Representative working at Principal Securities, Inc. in Milwaukee, WI and has over 12 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Princor Financial Services Corporation||Milwaukee, WI||Nov 2007 - Current||10|
|Principal Life Insurance Company||Milwaukee, WI||Oct 2007 - Current||10|
|A.n.ansay & Assoc||Port Washington, WI||Jun 2005 - Sep 2007||2|
|Packerland Brokerage Services, Inc.||Green Bay, WI||Jun 2005 - Sep 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2005|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV