BK
BK

Brian Kompelien

26 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Brian Kompelien is a registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 26 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

5001 Chowen Ave S, Minneapolis, MN, 55410

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Brian sells fixed life, health, disability, annuities, and long-term care insurance products with various companies. Brian also owns Ensemble Planning, LLC, a financial services firm, dedicating nearly full-time hours to financial planning and ownership duties.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
July 2005 - Present · 20 yrs 10 mos
Previous Registrations
Advisornet Wealth Management
January 2014 - December 2019 · 5 yrs 11 mos
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
Globalbridge Partners, INC.Broker
June 2002 - October 2003 · 1 yr 4 mos
American Express Financial Advisors INC.Broker
July 1997 - August 2000 · 3 yrs 1 mo
Ids Life Insurance CompanyBroker
July 1997 - August 2000 · 3 yrs 1 mo
Iai Securities, INC.Broker
February 1996 - May 1997 · 1 yr 3 mos
State Registrations7 states
AZCOCTFLMNNCWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.