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Brian Couzens

LPL Financial LLC
20 Years of Experience
Carmel, IN
1 DisclosureBroker
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Brian Couzens is a registered investment advisor at LPL Financial LLC, based in Carmel, IN, with 20 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

645 West Carmel Dr Ste 160, Carmel, IN, 46032

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2009
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Financial LLC
June 2026 - Present · 4 mos
LPL Financial LLCBroker
June 2026 - Present · 4 mos
Previous Registrations
Hornor, Townsend & Kent, LLCBroker
June 2025 - July 2025 · 1 mo
Hornor, Townsend & Kent, LLC
May 2025 - July 2025 · 2 mos
Avantax Advisory Services
August 2021 - April 2025 · 3 yrs 8 mos
Archer Investment Corporation
June 2010 - August 2021 · 11 yrs 2 mos
Chase Investment Services CORP.
September 2005 - September 2009 · 4 yrs
Chase Investment Services CORP.Broker
September 2005 - September 2009 · 4 yrs
Securian Financial Services, INC.Broker
August 2004 - August 2005 · 1 yr
Securian Financial Services, INC.
August 2004 - August 2005 · 1 yr
Citigroup Global Markets INC.
February 2004 - May 2004 · 3 mos
Citigroup Global Markets INC.Broker
February 2004 - May 2004 · 3 mos
American Express Financial Advisors, INC.
October 2003 - December 2003 · 2 mos
Ids Life Insurance CompanyBroker
October 2003 - December 2003 · 2 mos
American Express Financial Advisors INC.Broker
October 2003 - December 2003 · 2 mos
State Registrations1 state
IN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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