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Brian Senske

10 Years of Experience
Raleigh, NC

Brian Senske is a registered investment advisor at Guardian Wealth Advisors, LLC, based in Raleigh, NC, with 10 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,683 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
1,683 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$2.1B

Fee Structure

Planning is included in investment management (also available separately)

GWA's investment advisory fees are individually negotiated with each client. The typical range is between 0.30% and 1.5% of the account value, depending on the size of the account, services provided, and other factors. Some accounts may be subject to a minimum annual fee. If GWA uses outside managers or platforms, those fees are added to GWA's fees. Fees can be paid monthly or quarterly, in advance or arrears.

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Location

4270 the Circle at North Hills Street, Suite 200, Raleigh, NC, 27609

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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 Activities

Brian is a sole proprietor of 3T Advisory Services LLC, providing CFO and management consulting services to small-mid size companies. This takes about 10-20% of his time.

Employment History
Current Registrations
Guardian Wealth Advisors, LLC
December 2022 - Present · 3 yrs 4 mos
Previous Registrations
All Star Financial INC
March 2015 - October 2022 · 7 yrs 7 mos
State Registrations1 state
MN
Advisor

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.