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BH

Bryan Dean Huber

KSB FINANCIAL SERVICES
EUGENE, OR
·CRD# 4081235·26 years experience

Professional Summary

Bryan Dean Huber, who also goes by B. Dean Huber, is a registered financial advisor currently at KSB FINANCIAL SERVICES, LLC located in Eugene, Oregon. Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Bryan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

B. Dean Huber

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Videos & Posts

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Contact Information

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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

26 years in the financial services industry

Current & Past Employments

KSB FINANCIAL SERVICES, LLC·CRD# 172553
RIA
1600 Executive Parkway Suite 110, Eugene, OR 97401-7116
August 24, 2015 - Present
OPPENHEIMER & CO. INC.·CRD# 249
RIA
Eugene, OR
January 3, 2003 - July 6, 2015
OPPENHEIMER & CO. INC.·CRD# 249
BD
New York, NY
January 3, 2003 - July 6, 2015
CIBC WORLD MARKETS CORP.·CRD# 630
RIA
New York, NY
December 20, 2002 - January 3, 2003
CIBC WORLD MARKETS CORP.·CRD# 630
BD
New York, NY
November 8, 2000 - January 3, 2003

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Current Firm

KF
KSB FINANCIAL SERVICES, LLC

KSB FINANCIAL SERVICES, LLC

CRD#: 172553
Oregon
Registered Investment Advisory firm - Oregon (8/24/2015 Approved)

Contact Information

Main Address

1600 Executive Parkway Suite 110, Eugene, OR 97401-7116

Phone Number

(541) 687-1170

# of Employees

11

Documents

Latest Form ADV

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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.

10/2010: KERNUTT STOKES LLP: PARTNER; 1600 EXECUTIVE PARKWAY SUITE 110 EUGENE, OR 97401;CPA SERVICES

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Oregon
(8/24/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed Dec 1999About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Jul 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2000About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Bryan Dean Huber's CRS (Customer Relationship Summary).

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