Bryan Keith Kaarlsen

Blackridge Asset Management, LLC

31 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning

Blackridge Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

67 advisors

Number of Clients

687 clients

Average Client Portfolio

$287K average

Assets Under Management

$196.8M

Fee Structure

Minimum Investment:$25K

Location

401 Isom Road, Suite 205, San Antonio, TX, 78216

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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.

Other Business ActivitiesSells Insurance

Bryan operates Texas Retirement Headquarters and Champion Capital Advisers, the latter as a DBA. He also sells fixed insurance, dedicating minimal time to this activity.