BS
ChFC
BS
ChFC

Brian Selerski

21 Years of Experience
Muskego, WI
Sells Insurance

Brian Selerski is a ChFC-designated registered investment advisor at Selerski Asset Management, LLC, based in Muskego, WI, with 21 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 37 clients with $30M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
37 clients
Average Client Portfolio
$813K average
Assets Under Management
$30.1M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.80%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Muskego, WI

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Brian may earn commissions from unaffiliated insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products. This activity is insurance-related.

Employment History
Current Registrations
Selerski Asset Management, LLC
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
October 2005 - April 2020 · 14 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
January 2005 - October 2023 · 18 yrs 9 mos
State Registrations1 state
WI
Advisor

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.