Brian Littlejohn
CRD Number: 5895687Current Firm: Sherwood Wealth Management
Compensation Model: Fee Only
Brian Littlejohn (CRD# 5895687) is an Investment Advisor Representative working at Sherwood Investment Management in Petaluma, CA and has 10 years of experience in the finance industry. Brian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Additionally, Brian has earned two Master's Degrees in Finance.
CRD# 2769592
Aberle Investment Management LLC
CRD# 5295673
Edward Jones
CRD# 1702479
Tcfg Investment Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Opus Financial Solutions LLC | Downers Grove, IL | Jan 2024 - Current | < 1 |
| Sherwood Investment Management LLC | Petaluma, CA | Jun 2014 - Current | 9 |
| University Of San Francisco | San Francisco, CA | Aug 2012 - May 2014 | 1 |
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Total Assets Under Management20MILLIONS
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Total Number of Accounts42ACCOUNTS
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Average Account Value$478,678
- 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
CO
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