Brian J. Imrich

GPS FINANCIAL

Pittsford, NY 14534

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CRD#: 4800010

Professional summary

Brian Joseph Imrich, CFP® is a registered financial advisor currently at GPS FINANCIAL, LLC located in Pittsford, New York.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Brian has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Brian Joseph Imrich is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. GPS Financial, LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of GPS Financial, LLC in their capacity as a licensed insurance agent. Victory Boys Youth Lacrosse. Not Investment Related. 6902 Proximity Lane, Victor, NY 14564. Community Organization. Treasurer. 08.21.2023 2 HRS p/month. 0 HRS p/trading hours. To collect payments and dues for the several camps and teams throughout the year as well as pay for fields and tournament fees.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph Imrich'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®

CFP^®

Certified Financial Planner

Experience

Current

December 5, 2021 - Present

GPS FINANCIAL, LLC

Office #1: 141 Sullys Trail Suite 8a, Pittsford, NY 14534

RIA

CRD#: 290227

Pittsford, NY

Past

December 1, 2017 - December 31, 2018

GPS FINANCIAL, LLC

RIA

CRD#: 290227

PITTSFORD, NY

Past

January 28, 2014 - December 11, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Pittsford, NY

Past

May 18, 2009 - January 31, 2014

OSAIC FA, INC.

CRD#: 3978

WEBSTER, NY

Past

April 2, 2009 - May 20, 2009

WADDELL & REED

RIA

CRD#: 866

ROCHESTER, NY

Past

June 21, 2004 - May 20, 2009

WADDELL & REED

CRD#: 866

ROCHESTER, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GPS FINANCIAL, LLC

GPS FINANCIAL, LLC | GPS WEALTH ADVISORS, LLC

CRD#: 290227 / SEC#: 801-112019

RIA

Registered Investment Advisory firm - (11/8/2017 Approved)

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

New York
(12/5/2021)

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

Series 63

Date: 6/30/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/11/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/18/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GPS FINANCIAL, LLC

GPS FINANCIAL, LLC | GPS WEALTH ADVISORS, LLC

CRD#: 290227 / SEC#: 801-112019

RIA

Registered Investment Advisory firm - (11/8/2017 Approved)

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Contact information

Main Address

141 Sullys Trail Suite 8a, Pittsford, NY 14534

Mailing Address

Phone number

(585) 598-9111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-GPS FINANCIAL, LLC (4/11/2025)

Regulatory assets under management

Total Number of Accounts	556
AUM (Assets Under Management)	$ 57,761,363

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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Advisor Monitoring

Firm Stability Insights

Brian J. Imrich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph Imrich's CRS (Customer Relationship Summary).

Certified licenses

Experience

GPS FINANCIAL, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

OSAIC FA, INC.

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

GPS FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/30/2004

SIE

Date: 12/11/2017

Series 7

Date: 8/22/2009

Series 6

Date: 6/18/2004

Current Firm

GPS FINANCIAL, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GPS FINANCIAL, LLC

TRUST BUT VERIFY

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