Brian Cain is a registered investment advisor at &partners, based in Terre Haute, IN, with 20 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
4600 South Springhill Junction Street, Terre Haute, IN, 47802
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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.
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Brian serves on the Board of Directors and Finance Committee at the Terre Haute Public Library, starting in May 2024. He also has a business established for taxation of income in conjunction with his FiNet practice, dedicating minimal time to it.
Employment History
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Onb Investment Services, INC.Broker
Stifel Nicolaus & CO INC Investment Services
Stifel, Nicolaus & Company, IncorporatedBroker
Edward JonesBroker
State Registrations17 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.