Briskey Financial Services, LLC

Briskey Financial Services, LLC (CRD# 143916) is a financial advisory firm headquartered in Bryan, OH. They manage $39,424,738 in 692 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    692
    ACCOUNTS
  • Average Account Value
    $56,972
Compensation Options
  • A percentage of assets under your management
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, MI, OH

Financial Advisors at Briskey Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Emily J. Altaffer
CRD#: 5725299
123 W. Butler Street, Bryan, OH 43506
93
Wealthminder
score

Emily Altaffer (CRD# 5725299) is an Investment Advisor Representative working at Briskey Financial Services, LLC in Bryan, OH and has over 7 years of experience in the finance industry.

2
Patrick J. Briskey
CRD#: 2869408
123 W. Butler Street, Bryan, OH 43506
93
Wealthminder
score

Patrick Briskey (CRD# 2869408) is an Investment Advisor Representative working at Briskey Financial Services, LLC in Bryan, OH and has over 17 years of experience in the finance industry.

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