Bryan D. Huber

KSB FINANCIAL SERVICES

Eugene, OR 97401-7116

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CRD#: 4081235

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

B. Dean Huber

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Dean Huber's 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 24, 2015 - Present

KSB FINANCIAL SERVICES, LLC

Office #1: 1600 Executive Parkway Suite 110, Eugene, OR 97401-7116

RIA

CRD#: 172553

Eugene, OR

Past

January 3, 2003 - July 6, 2015

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

EUGENE, OR

Past

January 3, 2003 - July 6, 2015

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

December 20, 2002 - January 3, 2003

CIBC WORLD MARKETS CORP.

RIA

CRD#: 630

NEW YORK, NY

Past

November 8, 2000 - January 3, 2003

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 66

Date: 12/1/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/6/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/7/2000

General Securities Representative Examination

Current Firm

KSB FINANCIAL SERVICES, LLC

CRD#: 172553 / SEC#:

Oregon

Registered Investment Advisory firm - (8/24/2015 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(541) 687-1170

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Bryan D. Huber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

KSB FINANCIAL SERVICES, LLC

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

CIBC WORLD MARKETS CORP.

CIBC WORLD MARKETS CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/1/1999

SIE

Date: 7/6/2015

Series 7

Date: 11/7/2000

Current Firm

KSB FINANCIAL SERVICES, LLC

Contact information

Documents

Red Flags

Company Information

KSB FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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