Brian Simanski (CRD# 6444174) is an Investment Advisor Representative working at Next Financial Group, Inc. in Patton, PA and has over 8 years of experience in the finance industry.
CRD# 4782048
Kooman & Associates
CRD# 2787819
Stifel, Nicolaus & Company, Incorporated
CRD# 6335566
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Next Financial Group Inc. | Patton, PA | Jan 2015 - Current | 9 |
| Global Tel Link | Altoona, PA | Dec 2007 - Jan 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2015 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- PA
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Total Assets Under Management3,522MILLIONS
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Total Number of Accounts17,352ACCOUNTS
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Average Account Value$202,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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