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David Brisnehan

18 Years of Experience
Greenwood Village, CO
Broker

David Brisnehan is a registered investment advisor at Usi Advisors, based in Greenwood Village, CO, with 18 years of industry experience. David 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 1,353 clients with $56B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
72 advisors
IM Fee
Planning only
Assets Under Management
$56.3B

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

6501 S. Fiddler's Green Circle #100, Greenwood Village, CO, 80111

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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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Employment History
Current Registrations
Usi Securities, INC.Broker
February 2014 - Present · 12 yrs 8 mos
Usi Advisors
February 2014 - Present · 12 yrs 8 mos
Previous Registrations
401(k) Advisors, INC.
April 2012 - February 2014 · 1 yr 10 mos
Financial Telesis INCBroker
February 2012 - February 2014 · 2 yrs
Van Gilder Retirement Solutions, LLC
March 2011 - March 2012 · 1 yr
Financial Telesis, INC.
January 2008 - December 2010 · 2 yrs 11 mos
Financial Telesis INCBroker
January 2008 - December 2010 · 2 yrs 11 mos
State Registrations1 state
CO
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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