Brian Schlosser
Brian Schlosser is a registered investment advisor at Founders Financial Securities, LLC, based in Milford, OH, with 31 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 9,870 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1M+ | 1.40% |
Fees vary by program and are negotiable. Maximum rates reach up to 2.75% depending on the specific program selected. The schedule reflects Private Wealth Solutions tiers; other programs charge flat percentage rates up to 2.75%.
Fee Estimator
Location
220 Mill Street, Milford, OH, 45150
Get directionsHistory
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 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
Founders Financial Securities LLCBroker
Previous Registrations
Intersecurities, INC.Broker
Intersecurities, INC.
Carillon Investments, INC
Carillon Investments, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Carillon Investments, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Christopher Donabedian, CFAArdent Capital Management, INC.
- Jacob Santel, CFPEdward Jones
- Pamela Davis, ChFCState Farm Investment Management CORP.
- Paul Pfeiffer, CFPNorthpoint Financial Planning LLC
- John Wenstrup, ChFCAusdal Financial Partners, INC.
- Patrick Cahill, CFPOsaic Wealth, INC.