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Brian Foster

20 Years of Experience
Bend, OR
Broker

Brian Foster is a registered investment advisor at Wells Fargo Advisors, based in Bend, OR, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brian owns 100% of Blue North Financial, LLC, dedicating nearly full-time hours to the firm. He is also a finance committee member for Broken Top Community Club, spending minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Wells Fargo Advisors
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2012 - June 2023 · 10 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
November 2012 - June 2023 · 10 yrs 7 mos
Ameriprise Financial Services, INC.
October 2005 - November 2012 · 7 yrs 1 mo
Ameriprise Financial Services, INC.Broker
September 2005 - November 2012 · 7 yrs 2 mos
Ids Life Insurance CompanyBroker
September 2005 - July 2006 · 10 mos
State Registrations33 states
AZCACOCTFLGAHIIDILLAMAMDMIMNMOMTNCNHNJNMNVNYOHORPASCTXUTVAVTWAWIWY
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.