Brian Willet is a registered investment advisor, based in Minneapolis, MN, with 18 years of industry experience.
Location
900 2nd Avenue South, Suite 1500, Minneapolis, MN, 55402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is the CEO & Executive Coach at Advisor Game Plan, LLC (about 10-20% of his time), Co-Founder & CEO at Willet & Cumro Innovations, LLC (about a quarter of his time), and CEO & Financial Advisor at Willet, LLC (d/b/a Beyond Tangible Wealth). He also volunteers on the board of directors at two nonprofit organizations, Nebraska Supreme and ETG Midwest, dedicating minimal time to these roles.
Employment History
Current Registrations
Van Clemens & CO. Incorporated
Van Clemens & CO. IncorporatedBroker
Van Clemens Wealth Management, LLC
Previous Registrations
Beyond Tangible Wealth
Waddell & Reed
Waddell & ReedBroker
State Registrations2 states
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