Bryan Halicki (CRD# 6978815) is an Investment Advisor Representative working at Aspire Capital Advisors LLC in Seattle, WA and has over 5 years of experience in the finance industry.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aspire Capital Advisors, LLC | St. Paul, MN | Jun 2023 - Current | < 1 |
| M.s. Howells & Company | St. Paul, MN | Jun 2023 - Current | < 1 |
| Highland Capital Brokerage | St. Paul, MN | May 2020 - Current | 4 |
| Securities America Advisors | St. Paul, MN | Sep 2021 - Jun 2023 | 1 |
| Securities America, Inc. | St. Paul, MN | Nov 2020 - Jun 2023 | 2 |
| Arbor Point Advisors | St. Paul, MN | Nov 2020 - Jun 2023 | 2 |
| Kms Financial Services, Inc. | Seattle, WA | Jun 2019 - Nov 2020 | 1 |
| U.s. Army | Ft. Huachuca, AZ | May 2012 - May 2019 | 7 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Sep 2018 - Apr 2019 | < 1 |
| Five To Nine Financial, LLC | Phoenix, AZ | Dec 2017 - Sep 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- MN
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Total Assets Under Management818MILLIONS
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Total Number of Accounts4,460ACCOUNTS
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Average Account Value$183,333
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, FL, GA, HI, ID, LA, MN, NE, NH, NY, OR, SC, TN, TX, VA, WA
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