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BS

Brian M. Selerski

SELERSKI ASSET MANAGEMENT
Muskego, WI
Some features on this profile are disabled
CRD#: 4880575
BS

Professional summary

Brian M Selerski, ChFC®, CLU® is a registered financial advisor currently at SELERSKI ASSET MANAGEMENT, LLC located in Muskego, Wisconsin.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brian has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

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.
MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian M Selerski'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®
ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

November 17, 2023 - Present

SELERSKI ASSET MANAGEMENT, LLC

RIA
CRD#: 328913
Muskego, WI
Past

October 7, 2005 - April 16, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
Waukesha, WI
Past

January 1, 2005 - October 31, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Waukesha, WI

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
Wisconsin
(11/17/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/26/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/20/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/6/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/23/2004
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SA
SELERSKI ASSET MANAGEMENT, LLC
SAM | SELERSKI ASSET MANAGEMENT, LLC | SELERSKI ASSET MANAGEMENT

CRD#: 328913 / SEC#:

Wisconsin
Registered Investment Advisory firm - (11/13/2023 Approved)
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Contact information

Main Address
Muskego, WI
Mailing Address
Phone number
(414) 279-5547
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts105
AUM (Assets Under Management)$ 30,085,892

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.

Company Information

SELERSKI ASSET MANAGEMENT, LLC

CRD#: 328913Muskego, WI

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