Brian J. Atwood
Professional summary
Brian Joseph Atwood, who also goes by Brian J Atwood, is a registered financial professional currently at BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC located in Chicago, Illinois.
Brian is registered as a RR (Registered Representative) and started their career in finance in 2018. Brian has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Brian Joseph Atwood's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 11, 2025 - Present
BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC
Office #1: 110 N. Wacker Drive Suite 2700, Chicago, IL 60606January 15, 2020 - December 16, 2024
INVESCO DISTRIBUTORS, INC.
September 25, 2018 - January 9, 2020
FORESIDE FUND SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/11/2025)
Exams
FINRA
Current Firm
BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC
CRD#: 313390 / SEC#: , 8-70722
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Red Flags
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