Bryan Poirier, financial advisor Traverse City MI

Bryan Poirier

CRD Number: 2089966
Current Firm: Osaic Wealth, Inc.

Bryan Poirier (CRD# 2089966) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Traverse City, MI and has over 32 years of experience in the finance industry. Bryan Poirier 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
Osaic Wealth, Inc. Traverse City, MI Jan 2024 - Current < 1
New Third Coast Cedar, MI Jun 1979 - Current 44
Woodbury Financial Services, Inc. Traverse City, MI Mar 2019 - Jan 2024 4
Woodbury Financial Services, Inc. Traverse City, MI Mar 2019 - Jan 2024 4
Questar Capital Corporation Minneapolis, MN Dec 2008 - Mar 2019 10
Questar Asset Management Minneapolis, MN Dec 2008 - Mar 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1991
S65 NASAA Investment Advisors Law Examination Sep 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bryan K. Poirier
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • MI
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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