Bryan Karsner
Bryan Karsner is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Severna Park, MD, with 21 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
821 West Benfield Rd Ste 2, Severna Park, MD, 21146
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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
Bryan owns BRK Financial, LLC, offering financial services including fixed insurance and securities products, dedicating nearly full-time hours. He also works as an independent insurance agent selling fixed insurance products full-time, and coaches youth sports teams a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Brokers Financial
Brokers International Financial Services, LLC.Broker
Brokers International Financial Services, LLC
LPL Financial Corporation
LPL Financial CorporationBroker
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Legacy Financial Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations44 states
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