BD
BD

Brian Joseph Dobisch

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
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Location

1070 E. Indiantown Road, Suite 208-210, Jupiter, FL, 33477

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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 ActivitiesSells Insurance

Brian is a registered representative with Blackridge Asset Management, dedicating about half of his time to investments. He is also a self-employed insurance agent since 1987, selling life and health insurance, which takes about a quarter of his time.

Employment History
Current Registrations
Blackridge Asset Management, LLC
September 2024 - Present · 1 yr 5 mos
Peak Brokerage Services, LLC
September 2024 - Present · 1 yr 5 mos
Peak Brokerage Services, LLCBroker
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Concourse Financial Group Advisors
November 2008 - September 2024 · 15 yrs 10 mos
Concourse Financial Group Securities, INC.Broker
July 2003 - September 2024 · 21 yrs 2 mos
The Advisors Group, INC.Broker
January 2002 - December 2002 · 11 mos
American General Securities IncorporatedBroker
December 2000 - December 2001 · 1 yr
State Registrations3 states
FLNJPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian Joseph Dobisch - Financial Advisor | TrueAdvisor