Brian Lewis (CRD# 2127827) is an Investment Advisor Representative working at Advice And Planning Services in Muncie, IN and has over 33 years of experience in the finance industry.
CRD# 2756288
Edward Jones
CRD# 2675542
Stifel, Nicolaus & Company, Incorporated
CRD# 4128137
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Muncie, IN | Sep 2014 - Current | 9 |
| Tiaa-cref Individual & Institutional Services, LLC | Muncie, IN | Sep 2014 - Current | 9 |
| Indiana Wesleyan University | Marion, IN | Oct 2006 - Sep 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
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