Brian R. Bickett

IRON MOUNTAIN FINANCIAL PLANNING

Rapid City, SD 57701

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CRD#: 6237339

Professional summary

Brian Robert Bickett, CFP® is a registered financial advisor currently at IRON MOUNTAIN FINANCIAL PLANNING located in Rapid City, South Dakota.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Brian has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Estate Planning

Social Security Planning

Tax Planning

Comprehensive Financial Planni...

Investment Planning

Insurance Planning

Retirement Planning

Do you have an area of expertise or specialization?

AUM

Baby Boomers

Estate & Generational Planning...

Fixed Fee (Subscription, Retai...

Hourly

Investment Advice with Ongoing...

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 Bickett is currently employed as Owner and Preparer of Iron Mountain Tax Services in Rapid City, SD providing tax preparation services. This activity is not investment-related; began in January, 2023; 0-16 hours per month, 0-16 hours per month during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Robert Bickett'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

November 2, 2017 - Present

IRON MOUNTAIN FINANCIAL PLANNING

Office #1: 910 5th Street Suite 106, Rapid City, SD 57701

RIA

CRD#: 290743

Rapid City, SD

Past

August 6, 2015 - October 18, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

RAPID CITY, SD

Past

August 5, 2015 - October 18, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

RAPID CITY, SD

Past

September 4, 2013 - August 6, 2015

FINTEGRA, LLC

RIA

CRD#: 16741

RAPID CITY, SD

Past

August 15, 2013 - August 6, 2015

FINTEGRA, LLC

CRD#: 16741

RAPID CITY, SD

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

South Dakota
(11/2/2017)

IAR

Wyoming
(2/7/2019)

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

IAR

Series 66

Date: 8/30/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/18/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/2013

General Securities Representative Examination

Current Firm

IRON MOUNTAIN FINANCIAL PLANNING

IRON MOUNTAIN FINANCIAL PLANNING | IRON MOUNTAIN FINANCIAL PLANNING, LLC

CRD#: 290743 / SEC#:

South Dakota

Registered Investment Advisory firm - (10/31/2017 Approved)

Wyoming

Registered Investment Advisory firm - (11/21/2017 Approved)

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Contact information

Main Address

910 5th Street Suite 106, Rapid City, SD 57701

Mailing Address

Phone number

(605) 787-1255

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	199
AUM (Assets Under Management)	$ 30,372,728

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.

Contact information

(xxx) xxx-xxxx

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Brian R. Bickett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Robert Bickett's CRS (Customer Relationship Summary).

Certified licenses

Experience

IRON MOUNTAIN FINANCIAL PLANNING

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

FINTEGRA, LLC

FINTEGRA, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2013

SIE

Date: 10/18/2017

Series 7

Date: 8/15/2013

Current Firm

IRON MOUNTAIN FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IRON MOUNTAIN FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

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