Brian Thomas Collard

CFP

Stifel Independent Advisors, LLC

20 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Stifel Independent Advisors, LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

150 advisors

Number of Clients

7,580 clients

Average Client Portfolio

$578K average

Assets Under Management

$4.4B

Fee Structure

Minimum Investment:$50K

Location

1240 East 2100 South, Suite 400, Salt Lake City, UT, 84106

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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 Activities

Brian owns and manages Happy Days, LLC, a personal LLC for inherited property, and is the Vice Commodore of Bear Lake Yacht Club. He also serves as Trustee for Arc Wealth Management LLC 401k PSP, Owner of ARC Wealth Management, LLC and BTC Advisors LLC, and part owner/CFO of Legacy Marine, LLC, a boatyard, dedicating about 10% of his time to the latter.