BR
Brian M. Reilly
EHLERS
ROSEVILLE, MN 55113
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CRD#: 6043530
BR
Professional summary
Brian Michael Reilly is a registered financial advisor currently at EHLERS located in Roseville, Minnesota.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Brian has worked at 1 firm and has passed the Series 50 and Series 54 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.
EHLERS & ASSOCIATES 3060 CENTRE POINTE DRIVE ROSEVILLE, MN 55113 EHLERS & ASSOCIATES IS AN INDEPENDENT (NO BROKER/DEALER AFFILIATION) MUNICIPAL ADVISOR TO GOVERNMENTAL UNITS AND IS NOT INVESTMENT-RELATED. MY TITLE IS MUNICIPAL ADVISOR AND I HAVE BEEN WITH EHLERS & ASSOCIATES SINCE 11/2004. I DEVOTE OVER 98% OF MY TIME PER MONTH AND DURING TRADING HOURS TO MY DUTIES AT EHLERS & ASSOCIATES WHERE I ADVISE CLIENTS ON DEBT ISSUANCE AND MANAGEMENT, LONG RANGE FINANCIAL PLANNING AND ECONOMIC DEVELOPMENT MATTERS. EHLERS AND ASSOCIATES IS REGISTERED AS A MUNICIPAL ADVISOR WITH THE SEC AND MSRB.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Michael Reilly'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®
NoneExperience
Current
April 17, 2012 - Present
EHLERS
Office #1: 3060 Centre Pointe Drive, Roseville, MN 55113RIA
CRD#: 146385
ROSEVILLE, MN
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".
EH
EHLERS
BBE COMMUNITY INVESTMENT PARTNERS, LLC | EHLERS INVESTMENT PARTNERS, LLC | EHLERS INVESTMENT PARTNERS | EHLERS
CRD#: 146385 / SEC#: 801-69849
RIA
Registered Investment Advisory firm - (1/12/2009 Approved)Wisconsin
Registered Investment Advisory firm - (2/24/2009 Terminated)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
Colorado(7/11/2023)
IAR
Illinois(4/17/2012)
IAR
Minnesota(9/17/2014)
IAR
Wisconsin(4/17/2012)
Exams
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
EH
EHLERS
BBE COMMUNITY INVESTMENT PARTNERS, LLC | EHLERS INVESTMENT PARTNERS, LLC | EHLERS INVESTMENT PARTNERS | EHLERS
CRD#: 146385 / SEC#: 801-69849
RIA
Registered Investment Advisory firm - (1/12/2009 Approved)Wisconsin
Registered Investment Advisory firm - (2/24/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3001 Broadway Street Ne Suite 320, Minneapolis, MN 55413
Mailing Address
Phone number
(800) 552-1171
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 559 |
| AUM (Assets Under Management) | $ 2,735,110,703 |
Red Flags
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