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Brian Bertron Westemeyer

38 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
6,093 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$7.4B

Fee Structure

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Location

7101 College Blvd. Suite 66210, Overland Park, KS, 66210

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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

Brian is a senior consultant at Intellicents Investment Solutions, Inc. since 1986, working with clients and marketing insurance products, dedicating about a quarter of his time. He is also a part owner of Intellicents, Inc. and an independent insurance producer, but spends minimal time on these activities.

Employment History
Current Registrations
Intellicents Investment Solutions INC
January 2002 - Present · 24 yrs 1 mo
Previous Registrations
Mutual Securities, INC.Broker
August 2018 - June 2023 · 4 yrs 10 mos
Cetera Advisors LLCBroker
October 2016 - August 2018 · 1 yr 10 mos
Investors Capital CORP.Broker
January 2016 - October 2016 · 9 mos
LPL Financial LLCBroker
September 2013 - December 2015 · 2 yrs 3 mos
NFP Securities, INC.
January 2012 - March 2012 · 2 mos
NFP Securities, INC.Broker
April 1998 - October 2013 · 15 yrs 6 mos
Fortis Investors, INC.Broker
December 1994 - December 1997 · 3 yrs
Princor Financial Services CorporationBroker
February 1991 - January 1994 · 2 yrs 11 mos
Monarch Securities, INC.Broker
July 1988 - December 1990 · 2 yrs 5 mos
Iri Securities CorporationBroker
March 1986 - June 1988 · 2 yrs 3 mos
Hartford Equity Sales Company INC.Broker
October 1984 - January 1985 · 3 mos
State Registrations2 states
KSMO
Advisor
Exams
No exam information available for this advisor.
Brian Bertron Westemeyer - Financial Advisor | TrueAdvisor