Brian Thelen, financial advisor South Miami FL

Brian Thelen

CRD Number: 3251200
Current Firm: Osaic Wealth, Inc.

Brian Thelen (CRD# 3251200) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Miami, FL and has over 24 years of experience in the finance industry. Brian Thelen 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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Professional Designations
Company Name Location Dates Years
Royal Alliance Associates, Inc. South Miami, FL Nov 2018 - Current 5
Fixed Equity Indexed Annuities South Miami, FL Feb 2016 - Current 8
Signator Investors, Inc. South Miami, FL May 2016 - Nov 2018 2
Transamerica Financial Advisors, Inc. South Miami, FL Sep 2009 - May 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1999
Contact Info for Brian D. Thelen
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
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
  • 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
Types of Clients
Registered States

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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