BE
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Brian Paul Eisbach

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
167 advisors
Number of Clients
4,245 clients
Average Client Portfolio
$214K average
Assets Under Management
$909.5M

Fee Structure

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Location

214 South 1st Street, Greenfield, IA, 50849

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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

Brian is an insurance agent at Union Insurance Agency, spending about a quarter of his time on sales and service of non-variable life insurance. He also works as a Mortgage Loan Officer at Union State Bank (about a quarter of his time), is a committee member for Empowering Adair County Foundation (minimal time), and coaches high school sports for Nodaway Valley School District (about a quarter of his time).

Employment History
Current Registrations
Packerland Brokerage Services, INC.Broker
October 2023 - Present · 2 yrs 4 mos
Packerland Brokerage Services, INC.
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Brokers International Financial Services, LLC.Broker
January 2019 - October 2023 · 4 yrs 9 mos
Brokers Financial
January 2019 - October 2023 · 4 yrs 9 mos
Investment Advisors CORP
May 2011 - May 2018 · 7 yrs
Broker Dealer Financial Services CORP.Broker
April 2011 - May 2018 · 7 yrs 1 mo
State Registrations1 state
IA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.