Brian Runkles is a CFP-designated registered investment advisor, based in Frederick, MD, with 27 years of industry experience.
Location
7101 Guilford Drive,, Suite 104, Frederick, MD, 21704
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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 ActivitiesSells Insurance
Brian is a managing partner at Veridian Capital Partners, a registered investment advisor, dedicating nearly full-time hours. He also owns Brian L Runkles, Inc., manages R&R Resources LLC, co-owns rental real estate, and is an agent selling fixed/traditional insurance products through PKSF and Fixed Insurance, spending minimal time on each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Veridian Capital Partners
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations6 states
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