Brian Craig Samet

NFP Retirement INC.

9 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningInvestment ManagementBusiness OwnersFinancial Planning & Coaching

NFP Retirement INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

139 advisors

Number of Clients

6,585 clients

Average Client Portfolio

$17.9M average

Assets Under Management

$118.0B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

120 Vantis, Suite 400, Aliso Viejo, CA, 92656

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History

Regulatory History (1)

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Criminal

May 1992

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brian is a separately licensed independent insurance agent and earns commissions from selling insurance products. This presents a conflict of interest as Brian may have an incentive to recommend insurance products to generate commissions.

Employment History

Current Registrations

Wealthspire Retirement Advisory

October 2022 - Present · 3 yrs 4 mos

Previous Registrations

Kestra Advisory Services, LLC

March 2019 - August 2022 · 3 yrs 5 mos

MML Investors Services, INC.Broker

March 2008 - September 2010 · 2 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.