Brian
Flanagan
Osaic Institutions, Inc
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About this Advisor
Brian Flanagan is a financial advisor based in Milford, Connecticut, working with Osaic Institutions, Inc. Brian has previously held positions at Woodruff Family Ymca, Milford Quality Landscaping, Total Wine & More, Milford Bank, Joseph A Foran High School, Quinnipiac University, and Infinex Investments, Inc. Brian has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Brian is part of Osaic Institutions, Inc, which operates out of Milford, Connecticut. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Brian Flanagan Work History
Milford Bank
Infinex Investments, Inc
Total Wine & More
Milford Quality Landscaping
Quinnipiac University
Woodruff Family Ymca
Joseph A Foran High School
Disclosures
Please visit the SEC profile of Brian Flanagan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Institutions, Inc
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