Brian
Rolland
Btc Capital Management
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About this Advisor
Brian Rolland is a financial advisor who works out of Cedar Rapids, Iowa with 5 years of relevant experience. Rolland is currently employed by Btc Capital Management. They have been an employee of Btc Capital Management for all of their career. Rolland holds a Series 65 license, qualifying them as an investment advisor representative, and can operate in Iowa and Texas. Btc Capital Management is a company operating out of Des Moines, IA. The firm has offices in two locations and a total of 19 people on staff. It has $4 billion in total assets across its 2,310 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 59 charities and foundations. Btc Capital Management provides a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Financial advisory fee schedules typically depend on the financial services offered. Fee types billed by Btc Capital Management likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Btc Capital Management Brokerage Details
$3,621,197,368
19
2,310
$1,567,618
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Brian Rolland Work History
Brian has been registered as a financial advisor for 5 years.*
Btc Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Rolland 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 Btc Capital Management
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
Cedar Rapids, IA
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