Brian John Ackerman
Professional Summary
Brian John Ackerman is a registered financial advisor currently at BURNHAM & FLOWER FINANCIAL, INC. located in Kalamazoo, Michigan. Brian is registered as a RR (Registered Representative) and started their career in finance in 2002. Brian has worked at 1 firm and has passed the Series 99TO, SIE and Series 28 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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MWA FINANCIAL SERVICES INC.
Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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MWA FINANCIAL SERVICES INC.
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Disclosures on record.
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MWA FINANCIAL SERVICES INC.
Years of Experience
25 years in the financial services industry
Current & Past Employments
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MWA FINANCIAL SERVICES INC.
Current Firm
BURNHAM & FLOWER FINANCIAL, INC.
Contact Information
Main Address
315 South Kalamazoo Mall, Kalamazoo, MI 49007Mailing Address
315 South Kalamazoo Mall, Kalamazoo, MI 49007Phone Number
(269) 381-1173Established
Michigan since 02/20/1997Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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MWA FINANCIAL SERVICES INC.
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.
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MWA FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Oct 2001About the Series 28 examSRO Registrations
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MWA FINANCIAL SERVICES INC.
CRS (Client Relationship Summary) - BD
Click below to view Brian John Ackerman's CRS (Customer Relationship Summary).
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MWA FINANCIAL SERVICES INC.
