Brian Beasley is a registered investment advisor at Athena Advisor Services, LLC, based in Lombard, IL, with 31 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 187 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
1 E 22nd Street, Suite 405, Lombard, IL, 60148
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is the Chief Compliance Officer and Principal of Athena Advisor Services, spending most of his time there. He is also a passive shareholder in Athena Global Energy Solutions, the President of Britemark Development LLC (consulting), co-host of a podcast, and an uncompensated administrator on online discussion groups.
Employment History
Current Registrations
Athena Advisor Services, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Athena Advisor Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Edward D. Jones & CO., L.P.Broker
State Registrations5 states
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