Brian Thorkelson
Brian Thorkelson is a registered investment advisor at Prosperity - an Eisneramper Company, based in Minneapolis, MN, with 15 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,896 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperity - An EisnerAmper Company's investment management fees are based on a percentage of the value of your portfolio, ranging from 0.30% to 1.50% annually. The rate you pay depends on the total value of your household's investments managed by the firm. If Prosperity recommends an independent investment manager, you will be assessed an additional fee, ranging from 0.2% to 1.46%, depending on the manager and services provided.
Location
2501 Wayzata Blvd, Minneapolis, MN, 55405
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Regulatory History
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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Brian works as a financial advisor for Prosperity - An EisnerAmper Company since 2022. This activity is investment-related and takes about half of his time during business hours.
Employment History
Current Registrations
Prosperity - an Eisneramper Company
Dai Securities, LLC
Dai Securities, LLCBroker
Previous Registrations
Advisornet Wealth Partners
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Triad Hybrid Solutions, LLC
Triad Advisors, INC.Broker
J.P. Morgan Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.