BT
CFP
BT
CFP

Brian Richard Tinker

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
718 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$772.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

13548 Zubrick Road, Roanoke, IN, 46783

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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 financial advisor at ORG Partners DBA Tinker Capital and an independent insurance broker since 2002. He also works as an agent selling fixed/traditional insurance products and assists individuals with Medicare plans, dedicating a few hours per week to each insurance-related role.

Employment History
Current Registrations
Org Partners
July 2021 - Present · 4 yrs 7 mos
Purshe Kaplan Sterling InvestmentsBroker
February 2019 - Present · 7 yrs
Previous Registrations
Wealthshield Partners, LLC
September 2020 - July 2021 · 10 mos
United Planners' Financial Services of America a Limited PartnerBroker
October 2009 - December 2018 · 9 yrs 2 mos
Bridge Advisory LLC
October 2008 - September 2020 · 11 yrs 11 mos
Nrp Financial, INC.Broker
July 2008 - October 2009 · 1 yr 3 mos
Pension Architects Advisory Group, LLC
October 2007 - September 2013 · 5 yrs 11 mos
Penniall & Associates, INC.
July 2006 - November 2008 · 2 yrs 4 mos
Aig Financial Advisors, INC.Broker
July 2006 - July 2008 · 2 yrs
Royal Alliance Associates, INC.
June 2005 - August 2006 · 1 yr 2 mos
Nwf Advisory Services INC
May 2004 - September 2006 · 2 yrs 4 mos
Royal Alliance Associates, INC.Broker
April 2004 - August 2006 · 2 yrs 4 mos
Linsco/private Ledger CORP.
August 2002 - April 2004 · 1 yr 8 mos
Linsco/private Ledger CORP.Broker
July 2002 - April 2004 · 1 yr 9 mos
Banc of America Securities LLCBroker
November 2000 - April 2001 · 5 mos
State Registrations12 states
ARAZCACOIDINMEMONVTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian Richard Tinker - Financial Advisor | TrueAdvisor