Brian Harrold

Brian Harrold

Financial Planner at ChangePath Advisors
Overland Park, Kansas, United States

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Work Experience

ChangePath

Financial Planner

2018-01-01 - Present

MassMutual

Financial Planner

2016-07-01 - 2018-09-01

Metlife Premier Client Group of the Midwest

Financial Services Representative, Financial Planner, Investment Advisor Representative

2010-02-01 - 2016-07-01

Ameriprise Financial Advisors

Financial Advisor

2004-07-01 - 2010-02-01

Skills

tamp ria solicitor midwest ria kc ria registered investment advisory firm iars investment adviser representative independent ria kansas city investment advisers turnkey asset management etfs investments ria marketing bdfriendly ria independent investment adviser representative ria coaching technology platform crm tech stack ria tech stack ria scaling investment marketing practice management investment management financial planning financial planning services low cost ria stocks platform trading bonds

Languages

English