BF
CFP
BF
CFP

Bryan Flanagan

16 Years of Experience
Prairie Village, KS
BrokerSells Insurance

Bryan Flanagan is a CFP-designated registered investment advisor at LPL Financial LLC, based in Prairie Village, KS, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

8340 Mission Rd Ste 205, Prairie Village, KS, 66206

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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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Other Business ActivitiesSells Insurance

Bryan owns land for personal recreational hunting through Sunset Lodge LLC and operates BK Wealth Management LLC and Haddad Financial Services as DBAs for his LPL business. He also sells life insurance, long-term care insurance, and fixed annuities, and services health insurance policies, dedicating a few hours per week to these insurance-related activities.

Employment History
Current Registrations
LPL Financial LLC
July 2012 - Present · 13 yrs 10 mos
LPL Financial LLCBroker
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Securian Financial Services, INC.
May 2009 - July 2012 · 3 yrs 2 mos
Securian Financial Services, INC.Broker
April 2009 - July 2012 · 3 yrs 3 mos
State Registrations31 states
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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.