BS
BS

Brian James Schlosser

30 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
9,021 clients
Average Client Portfolio
$368K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$5K
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Location

220 Mill Street, Milford, OH, 45150

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brian is a Registered Representative/Insurance Agent for Magis Wealth Leadership, focusing on fixed insurance and annuities, financial planning, and investment management, dedicating full-time hours to this role. He also works as an agent for Life Settlement, consulting with clients on viatical life settlement options, dedicating minimal time to this activity.

Employment History
Current Registrations
Founders Financial Securities, LLC
August 2006 - Present · 19 yrs 6 mos
Founders Financial Securities LLCBroker
August 2006 - Present · 19 yrs 6 mos
Previous Registrations
Intersecurities, INC.Broker
December 2004 - August 2006 · 1 yr 8 mos
Intersecurities, INC.
December 2004 - August 2006 · 1 yr 8 mos
Carillon Investments, INC
January 2002 - December 2004 · 2 yrs 11 mos
Carillon Investments, INC.Broker
January 2002 - December 2004 · 2 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
February 1998 - January 2002 · 3 yrs 11 mos
The Lincoln National Life Insurance CompanyBroker
February 1998 - January 2002 · 3 yrs 11 mos
Carillon Investments, INC.Broker
January 1995 - February 1998 · 3 yrs 1 mo
State Registrations16 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.