Brian Brandt, Cfp®, Aif® Email and Phone Number
Brian Brandt, Cfp®, Aif® work email
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Brian Brandt, Cfp®, Aif® personal email
Brian Brandt, Cfp®, Aif® phone numbers
Brian wants to help people gain confidence in their finances by understanding what they have and what they are saving for. Further, he wants to help families to know the purpose of money for their life. Finally, he wants to help people gain financial independence early enough in life to enjoy their golden years.Brian specializes in working with individuals motivated to better understand their finances• Retirement Income Planning• Key Person Planning for Business• Executive Compensation StrategiesBrian graduated from Simpson College with a B.A. in Economics and Finance, he is a CERTIFIED FINANCIAL PLANNER™ professional and an AIF®, Accredited Investment Fiduciary. Brian has over 25 years of experience in the financial services industry.Brian is a 7-year MART (Management Achievement Roundtable) qualifier, 2011 Corridor Business Journal "Forty Under 40" nominee, 2020 Corridor Business Journal "Business Leaders You Need to Know” and 2022 Corridor Business Journal's 250 most influential executives in the Corridor. Brian resides in Solon, IA with his wife Christy and their 4 boys, Greg, Thomas, Charlie & Will. Brian has completed two half-marathons. He is an "OK" poker player (direct quote). Brian's free time includes; Serving on the YPN board of Trustees, Solon Dollars for Scholars Board and volunteering for various game day crews for Solon sports. Brian is co-founder of "Briar Ridge Bikes" in Solon and is becoming an avid mountain and trail biker. Favorite Food: PizzaFavorite Quote: "Trust the process"Favorite TV Show: NFL gamesFavorite Holiday: ThanksgivingBucket List: Australian SabbaticalBiggest Accomplishment: Developing a successor to my previous role of leader of the Eastern Iowa Region of Principal Financial Group®. This allowed me to confidently transition to my current role. Place to visit: New ZealandSecurities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network This communication is strictly intended for individuals residing in the state of AK, AZ, CA, CO, FL, IA, IL, IN, KS, MI, MN, MT, NC, NE, NH, NJ, NV, NY, SC, TN, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside this state due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.SFS 222 3rd AVE SE, Suite 280 Cedar Rapids, IA 52401 319-363-2509
Strategic Financial Solutions
View- Website:
- sfsolutionsllc.com
- Employees:
- 17
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Executive Retirement SpecialistStrategic Financial Solutions Jan 2020 - PresentCedar Rapids, Iowa, United States
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Regional Managing DirectorPrincipal Financial Group Feb 2005 - Jan 2020Eastern Iowa Business CenterSecurities and advisory products and services offered through Principal Securities Inc., 800-247-1737, Member SIPC, Des Moines, IA 50392. Brian Brandt, Financial Representative of Principal National Life Insurance and Principal Life Insurance Companies, Principal Securities Registered Representative and Financial Advisor. -
Managing AssociateNew England Financial May 2001 - Feb 2005 -
Managing AssoicatePrudential 1995 - 2001
Brian Brandt, Cfp®, Aif® Education Details
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Economics / Finance -
Certified Financial Planner -
Chartered Leadership Fellow, Chartered Financial Consultant, Chartered Life Underwriter
Frequently Asked Questions about Brian Brandt, Cfp®, Aif®
What company does Brian Brandt, Cfp®, Aif® work for?
Brian Brandt, Cfp®, Aif® works for Strategic Financial Solutions
What is Brian Brandt, Cfp®, Aif®'s role at the current company?
Brian Brandt, Cfp®, Aif®'s current role is Executive Retirement Specialist | Strategic Financial Solutions.
What is Brian Brandt, Cfp®, Aif®'s email address?
Brian Brandt, Cfp®, Aif®'s email address is br****@****pal.com
What is Brian Brandt, Cfp®, Aif®'s direct phone number?
Brian Brandt, Cfp®, Aif®'s direct phone number is +151524*****
What schools did Brian Brandt, Cfp®, Aif® attend?
Brian Brandt, Cfp®, Aif® attended Simpson College, College For Financial Planning, The American College.
What are some of Brian Brandt, Cfp®, Aif®'s interests?
Brian Brandt, Cfp®, Aif® has interest in Solon Spartan Athletics, Generational Trends, Career Counseling, Entrepreneurship.
Who are Brian Brandt, Cfp®, Aif®'s colleagues?
Brian Brandt, Cfp®, Aif®'s colleagues are Rebecca Shanks, Linda Kappler, Justin Evans, Crc®, Cpfa®, Kyle Nicdao, Jeff Haugse, Fscp, Mba, Kristin Bullock, Fscp®, Bert Mcclintock, Cfp®, Aif®, Aifa®.
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