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BV

Brian M. Vanselow

FIRST TRUST PORTFOLIOS L.P.
WHEATON, IL 60187
Some features on this profile are disabled
CRD#: 3135501
BV

Professional summary


Brian Michael Vanselow is a registered financial professional currently at FIRST TRUST PORTFOLIOS L.P. located in Wheaton, Illinois.

Brian is registered as a RR (Registered Representative) and started their career in finance in 1998. Brian has worked at 11 firms and has passed the Series 63, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Brian Michael Vanselow's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 6, 2025 - Present

FIRST TRUST PORTFOLIOS L.P.

Office #1: 120 E. Liberty Drive Suite 400, Wheaton, IL 60187
BD
CRD#: 28519
WHEATON, IL
Past

March 14, 2023 - March 18, 2025

BREAN CAPITAL, LLC

BD
CRD#: 23723
CHICAGO, IL
Past

April 13, 2022 - April 17, 2023

HILLTOP SECURITIES INC.

BD
CRD#: 6220
CHICAGO, IL
Past

April 24, 2018 - April 7, 2022

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
CHICAGO, IL
Past

October 20, 2014 - March 27, 2018

MIZUHO SECURITIES USA LLC

BD
CRD#: 19647
CHICAGO, IL
Past

June 10, 2013 - August 21, 2014

CRT CAPITAL GROUP LLC

BD
CRD#: 28830
CHICAGO, IL
Past

April 13, 2011 - June 14, 2013

SANDLER, O'NEILL & PARTNERS, L.P.

BD
CRD#: 23328
CHICAGO, IL
Past

June 10, 2010 - April 7, 2011

BRAVER STERN SECURITIES LLC

BD
CRD#: 29108
CHICAGO, IL
Past

July 7, 2008 - June 16, 2010

GUGGENHEIM SECURITIES, LLC

BD
CRD#: 40638
CHICAGO, IL
Past

June 26, 2001 - June 19, 2008

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
CHICAGO, IL
Past

December 10, 1998 - October 29, 1999

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(8/6/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 12/10/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 12/31/1998
Futures Managed Funds Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FT
FIRST TRUST PORTFOLIOS L.P.
FIRST TRUST PORTFOLIOS L.P. | NIKE SECURITIES L.P.

CRD#: 28519 / SEC#: , 8-43843

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
120 E. Liberty Drive Suite 400, Wheaton, IL 60187
Mailing Address
120 E. Liberty Drive Suite 400, Wheaton, IL 60187
Phone number
(630) 765-8000
Established
Illinois since 05/10/1991
Firm type
Partnership
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
GRACE PARTNERS OF DUPAGE L.P.LIMITED PARTNER
BOWEN, JAMES ALLENCHIEF EXECUTIVE OFFICER1123316
BOWEN, MARISA ANNMANAGING DIRECTOR1949032
DYKAS, JAMES MARTINCHIEF FINANCIAL OFFICER / MANAGING DIRECTOR2264809
JACKSON, ERIK SORENCHIEF COMPLIANCE OFFICER2950559
JARDINE, WILLIAM SCOTTGENERAL COUNSEL2609233
MCGAREL, DAVID GERARDMANAGING DIRECTOR2945880
MCGAREL, DAVID GERARDCHIEF OPERATING OFFICER2945880
ROGGENSACK, ANDREW SCOTTPRESIDENT1582059
THE CHARGER CORPORATIONGENERAL PARTNER

Disclosures


Regulatory Event4

Red Flags


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.

Company Information


FIRST TRUST PORTFOLIOS L.P.

CRD#: 28519Wheaton, IL 60187

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