Brian Lipsett

Brian Lipsett Email and Phone Number

Founder & Financial Adviser at Oakway Financial LLC @
Brian Lipsett's Location
Denver, Colorado, United States, United States
Brian Lipsett's Contact Details

Brian Lipsett phone numbers

About Brian Lipsett

Brian brings a unique skill set and experience to the financial service industry. He holds his Series 65 Investment Advisor license, as well as Life, Health, Accident, & Annuity Insurance licenses. Being an Investment Advisor Representative and an independent insurance broker with over 13 years of experience in the financial service industry allows Brian to take a holistic approach when analyzing his client’s finances and streamlines where people can turn for answers. His goal is to educate, communicate and build a lasting relationship with each client. As fiduciary investment advisors, we are obligated to give advice that is in the best interest of our clients, not our own.

Brian Lipsett's Current Company Details
Oakway Financial LLC

Oakway Financial Llc

Founder & Financial Adviser at Oakway Financial LLC
Brian Lipsett Work Experience Details
  • Oakway Financial Llc
    Founder & Financial Advisor
    Oakway Financial Llc Jan 2019 - Present
    Greater Denver Area
    Oakway Financial offers independent financial planning services in Wheat Ridge, Colorado and beyond. Specializing in wealth management, they ensure clients financial decisions are aligned with their goals and core values through personalized investment strategies and insurance solutions.
  • Western Insurance Network
    District Manager
    Western Insurance Network Sep 2012 - Jan 2019
    Rocky Mountain Region
    View
  • Western Insurance Network
    Insurance Broker
    Western Insurance Network Jul 2009 - Sep 2012
    Rocky Mountain Region
    View

Brian Lipsett Skills

Insurance Life Insurance General Insurance Brokers Liability Term Life Insurance Disability Insurance Health Insurance Underwriting Professional Liability Universal Life Retirement Fixed Annuities Whole Life Property And Casualty Insurance Commercial Insurance Long Term Care Umbrella Insurance Long Term Care Insurance Workers Compensation Homeowners Critical Illness Health Savings Accounts Accident 401k Retirement Planning Iras Commercial Lines Insurance Brokerage Employment Practices Liability Renters Group Insurance Whole Life Insurance Working With Brokers 401k Rollovers

Brian Lipsett Education Details

  • Wyotech-Laramie
    Wyotech-Laramie
    Associate'S Degree

Frequently Asked Questions about Brian Lipsett

What company does Brian Lipsett work for?

Brian Lipsett works for Oakway Financial Llc

What is Brian Lipsett's role at the current company?

Brian Lipsett's current role is Founder & Financial Adviser at Oakway Financial LLC.

What is Brian Lipsett's direct phone number?

Brian Lipsett's direct phone number is +130397*****

What schools did Brian Lipsett attend?

Brian Lipsett attended Wyotech-Laramie.

What skills is Brian Lipsett known for?

Brian Lipsett has skills like Insurance, Life Insurance, General Insurance, Brokers, Liability, Term Life Insurance, Disability Insurance, Health Insurance, Underwriting, Professional Liability, Universal Life, Retirement.

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