BB
CFP
BB
CFP

Brian Michael Bucell

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
5,484 clients
Average Client Portfolio
$974K average
Assets Under Management
$5.3B

Fee Structure

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Location

2415 East Camelback Road, Suite 700, Phoenix, AZ, 85016

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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 independent life insurance agent, spending minimal time selling fixed life insurance products and receiving commissions. He also co-owns 49% of Aculis Inc., an AI venture for advisors, dedicating minimal time to this non-investment related activity.

Employment History
Current Registrations
Dynamic
February 2018 - Present · 8 yrs
Previous Registrations
Steel Peak Wealth Management, LLC
October 2014 - February 2018 · 3 yrs 4 mos
State Registrations4 states
AZCATXWA
Advisor
Exams
No exam information available for this advisor.