Brian Bickett (CRD# 6237339) is an Investment Advisor Representative working at Iron Mountain Financial Planning in Rapid City, SD and has over 10 years of experience in the finance industry. Brian Bickett 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.
CRD# 3205339
Rbc Capital Markets, LLC
CRD# 6140072
Lpl Financial LLC
CRD# 1315766
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iron Mountain Tax Services | Rapid City, SD | Jan 2023 - Current | 1 |
| Iron Mountain Financial Planning, LLC | Rapid City, SD | Oct 2017 - Current | 6 |
| Zeiders Enterprises | Rapid City, SD | Oct 2017 - Feb 2019 | 1 |
| Ameriprise Financial Services, Inc. | Rapid City, SD | Aug 2015 - Oct 2017 | 2 |
| Fintegra, LLC | Rapid City, SD | Aug 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- SD
- WY
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts199ACCOUNTS
-
Average Account Value$109,527
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
SD, WY
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