Brian D. Thelen, CFP^®

CFA

Investment Advisor Representative

7721 SW 62nd Ave, Ste 201
South Miami, FL 33143-4907

FINANCIAL ADVISOR'S WEBSITE

www.successfulplan.com

(305) 667-1990 x153 CONNECT WITH Brian

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$125,000

Investable Asset Minimum

$250,000

My Links

Jullie & Associates, PA

Osaic Wealth, Inc

General

Brian Thelen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in South Miami, FL and the surrounding communities.

Financial Advisor Overview

Brian D. Thelen graduated December 1997 Magna Cum Laude from Florida State University with a Bachelor of Science in Finance and a Bachelor of Science in Multinational Business Operations, including a minor in Russian Language Studies. He completed his Master’s of Science in Financial Analysis in August 2009 from the College for Financial Planning located in Denver, Colorado. Born and raised in Miami, FL, Brian attended Miami Palmetto Senior High School and is an Eagle Scout. He currently resides in St Johns, FL with his wife Rebecca and their two children.

Financial Advisor Experience

Brian’s primary focus is on Fee-based Investment Portfolio Management and Financial Planning. He may also service clients suited to a more traditional commission-based structure. Brian holds various State Insurance Licenses to assist with prudent risk management when appropriate.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)

Insurance Licenses

Life insurance: FL, GA, VA
Fixed annuities: FL, GA, VA
Variable annuities: FL, GA, VA

Broker-Dealer Affiliation

Osaic Wealth, Inc.

Broker-Dealer Disclaimer

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Succession Planning, Long-term Care, Sudden Wealth