BK
BK

Brian W Krukiel

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
78 advisors
Number of Clients
11,572 clients
Average Client Portfolio
$261K average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:None
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Location

700 North Carroll, Ste 120, Southlake, TX, 76092

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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 an agent for Level Four Insurance Services, LLC, selling various types of insurance and spending nearly full-time on this activity. He is also an IAR for Advisor Resource Council DBA Foundation Wealth Partners, and a producing agent for Highland Capital Brokerage, dedicating minimal time to the latter.

Employment History
Current Registrations
Advisor Resource Council
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
Level Four Advisory Services
September 2016 - September 2018 · 2 yrs
LPL Financial LLCBroker
September 2016 - July 2021 · 4 yrs 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - September 2016 · 3 yrs 11 mos
J.P. Morgan Securities LLC
October 2012 - September 2016 · 3 yrs 11 mos
Chase Investment Services CORP.
August 2010 - October 2012 · 2 yrs 2 mos
Chase Investment Services CORP.Broker
June 2008 - October 2012 · 4 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.