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CFP
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CFP

Brian Bollenbacher

Raymond James Financial Services Advisors, INC
9 Years of Experience
Sandusky, OH
Broker
View SEC Summary
View SEC Summary

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. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6696 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

300 E Water Street, Sandusky, OH, 44870

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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 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
June 2021 - Present · 5 yrs 4 mos
Raymond James Financial Services, INC.Broker
July 2020 - Present · 6 yrs 3 mos
Previous Registrations
Longbow Securities, LLCBroker
October 2016 - June 2020 · 3 yrs 8 mos
State Registrations32 states
AZCACODEFLGAIDILINKSKYMAMDMEMIMNMOMTNCNDNVNYOHORPASCTNTXUTVAWAWY
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.
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