BD
BD

Brian David Dudley

21 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
4,714 clients
Average Client Portfolio
$189K average
Assets Under Management
$890.0M

Fee Structure

Minimum Investment:None
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Location

20451 Corby Street, Suite 1B, Elkhorn, NE, 68022

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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

Brian owns two rental properties, one directly and one through CLR Properties, LLC. He dedicates minimal time to these activities.

Employment History
Current Registrations
Secure Asset Management, L.L.C.
February 2021 - Present · 5 yrs
Aurora Securities
February 2021 - Present · 5 yrs
Aurora SecuritiesBroker
February 2021 - Present · 5 yrs
Previous Registrations
TD Ameritrade, INC.
May 2006 - January 2021 · 14 yrs 8 mos
TD Ameritrade Investment Management, LLC
May 2006 - December 2018 · 12 yrs 7 mos
TD Ameritrade, INC.Broker
January 2006 - January 2021 · 15 yrs
Ameritrade Advisory Services LLC
October 2004 - December 2005 · 1 yr 2 mos
Ameritrade, INC.Broker
September 2004 - January 2006 · 1 yr 4 mos
State Registrations2 states
MINE
AdvisorBrokerBoth
Exams
No exam information available for this advisor.