BH
ChFC
BH
ChFC

Bryan Halicki

7 Years of Experience
Seattle, WA
BrokerSells Insurance

Bryan Halicki is a ChFC-designated registered investment advisor, based in Seattle, WA, with 7 years of industry experience.

Location

1815 North 45th Street, Suite 105, Seattle, WA, 98103

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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 is an investment advisor representative with Aspire Capital Advisors LLC, doing business as Kirkland Financial, dedicating nearly full-time hours to this role. He also owns rental property, is president of Five to Nine Financial LLC, participates in Toastmasters, and sells various insurance products through Highland Capital Brokerage Insurance Sales.

Employment History
Current Registrations
M. S. Howells & CO.
July 2023 - Present · 2 yrs 10 mos
M. S. Howells & CO.Broker
July 2023 - Present · 2 yrs 10 mos
Aspire Capital Advisors LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securities America Advisors, INC.
September 2021 - June 2023 · 1 yr 9 mos
Arbor Point Advisors
November 2020 - June 2023 · 2 yrs 7 mos
Securities America, INC.Broker
November 2020 - June 2023 · 2 yrs 7 mos
Kms Financial Services, INC.Broker
June 2019 - November 2020 · 1 yr 5 mos
Kms Financial Services, INC
June 2019 - November 2020 · 1 yr 5 mos
First Command Financial Planning, INC.Broker
December 2018 - April 2019 · 4 mos
State Registrations14 states
AZCACOFLHIIDMDMNMONYORSDTXWA
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.