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CFP
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CFP

Brien Krank

Raymond James Financial Services Advisors, INC
30 Years of Experience
Fargo, ND
Broker
View SEC Summary
View SEC Summary

Brien Krank is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fargo, ND, with 30 years of industry experience. Brien is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

300 Np Avenue N, Suite 108, Fargo, ND, 58102

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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 Activities

Brien is on the Finance Council of his local church, dedicating minimal time to understanding and advising on its financial position. He also spends minimal time distributing proceeds and paying bills for Collins and Krank.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2015 - Present · 11 yrs 7 mos
Raymond James Financial Services, INC.Broker
March 2015 - Present · 11 yrs 7 mos
Previous Registrations
Morgan Stanley
June 2009 - May 2015 · 5 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2015 · 5 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2009 - February 2009 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2009 - February 2009 · 1 mo
Citigroup Global Markets INC.
February 1996 - June 2009 · 13 yrs 4 mos
Citigroup Global Markets INC.Broker
January 1996 - June 2009 · 13 yrs 5 mos
State Registrations25 states
ALAZCACOFLGAIAILKSKYMEMNMOMTNCNDNENVNYSDTXVAWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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