Brian Wesley Kofoed

CFP

17 Years of Experience

Sells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingReal Estate InvestingHigh Net Worth

Alpha Cubed Investments, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

1,928 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$3.0B

Fee Structure

Location

1124 Bristol St., Costa Mesa, CA, 92626

Get directions

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

Brian is a licensed insurance agent since May 2022 and spends minimal time on this activity. He is able to find a life insurance policy that is the best fit for clients as part of their financial plan.

Employment History

Current Registrations

Alpha Cubed Investments, LLC

June 2024 - Present · 1 yr 8 mos

Previous Registrations

Arista Wealth Management, LLC

April 2024 - May 2024 · 1 mo

Fidelity Personal and Workplace Advisors

July 2018 - September 2023 · 5 yrs 2 mos

Strategic Advisers LLC

July 2011 - July 2018 · 7 yrs

Fidelity Brokerage Services LLCBroker

July 2011 - September 2023 · 12 yrs 2 mos

E*trade Capital Management, LLC

September 2009 - June 2011 · 1 yr 9 mos

E*trade Securities LLCBroker

September 2009 - June 2011 · 1 yr 9 mos

Strategic Advisers, INC.

February 2009 - August 2009 · 6 mos

Fidelity Brokerage Services LLCBroker

October 2007 - August 2009 · 1 yr 10 mos

State Registrations3 states

AZCANV

Advisor

Exams

No exam information available for this advisor.