Brian Boswell, financial advisor Austin TX

Brian Boswell

CRD Number: 5191011
Current Firm: Oakwell Private Wealth Management

Brian Boswell (CRD# 5191011) is an Investment Advisor Representative working at Oakwell Private Wealth Management in Austin, TX and has over 17 years of experience in the finance industry. Brian Boswell 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Oakwell Private Wealth Management Austin, TX Feb 2015 - Current 9
Bearing Financial Advisors, LLC Austin, TX Sep 2014 - Feb 2015 < 1
Vsr Financial Services, Inc. Overland Park, KS Sep 2014 - Feb 2015 < 1
Vsr Advisory Services Overland Park, KS Sep 2014 - Feb 2015 < 1
Cuso Financial Services, LP San Diego, CA Jul 2013 - Sep 2014 1
Amplify Federal Credit Union Austin, TX Jul 2013 - Sep 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2007
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Brian T. Boswell
Phone Number: 1-800-55OAKWELL
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    311
    MILLIONS
  • Total Number of Accounts
    829
    ACCOUNTS
  • Average Account Value
    $375,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

LA, NH, TX

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