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Brian Daniel Kaminski Mr

CRD# 1472103·Registered 1987 - 2023
Previously Registered: Being a previously registered professional could mean that Brian is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Brian Daniel Kaminski MR was a registered financial advisor. Brian was a previously registered financial professional and started their career in finance 1987 - 2023. Brian had worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

39 years in the financial services industry

Current & Past Employments

SELECT ADVISOR GROUP, INC.·CRD# 108814
RIA
Brookfield, WI
October 23, 2000 - December 7, 2023
INTERVEST INTERNATIONAL EQUITIES CORPORATION·CRD# 20289
BD
Colorado Springs, CO
August 5, 1997 - August 20, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
November 23, 1987 - March 6, 1997
E. F. HUTTON & COMPANY INC·CRD# 235
BD
August 18, 1987 - October 13, 1987

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Current Firm

SA
SELECT ADVISOR GROUP, INC.

SELECT ADVISOR GROUP, INC.

CRD#: 108814 / SEC#: 801-57972

Contact Information

Main Address

611 N. Barker Road, Suite 210, Brookfield, WI 53045

Phone Number

(262) 814-1840

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

135

AUM (Assets Under Management)

$105,546,311

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NATURE OF BUSINESS: SELF-EMPLOYED INSURANCE AGENT. INVESTMENT-RELATED: YES (INSURANCE). ADDRESS: 611 N. BARKER RD., SUITE 210, BROOKFIELD, WI 53045. NATURE OF BUSINESS: INSURANCE PRODUCTS. POSITION/TITLE: INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES. START DATE: 1985. APPROXIMATE HOURS/MONTH: 3 HOURS PER MONTH. APPROXIMATE HOURS/MONTH DURING SECURITIES-TRADING HOURS: 1 TO 2 PER MONTH. DUTIES: MAY SELL INSURANCE PRODUCTS SUCH AS LIFE INSURANCE OR ANNUITIES

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 1997About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1987About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Aug 1987About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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