Brian Bollenbacher
Brian Bollenbacher is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sandusky, OH, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
300 E Water Street, Sandusky, OH, 44870
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian owns rental real estate and serves as an advisory board member and finance chair for CareerStream, LLC, dedicating minimal time to each. He also owns WSF BEB, LLC, a support company for 1099 income and financial advising services, which takes about half his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Longbow Securities, LLCBroker
State Registrations32 states
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