How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Bryan

ADVISOR PROFILE

Services Offered
Investment Planning
Small Business Planning
Business Succession Planning
Employee and Employer Plan Benefits
Insurance Planning
Retirement Income Management
Tax Planning
Retirement Planning
Estate Planning
Social Security Planning
Comprehensive Financial Planning

1) myTrueHR, LLC; NON-INVESTMENT RELATED; Overland Park, KS; HR Consulting and Services; Co-Founder and Director; Approx. 1 hour per month. 2) Intellicents, Inc., 100 N. Broadway Ave., Albert Lea, MN 56007. NOT Investment Related. Ownership interest - Part Owner of holding company for RIA. Since 01/2024. Approximately 1 hour spent per month outside of trading hours.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Bryan Allen Sarff

Experience: 20 years / 8 firms

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