Brian
Paulsen
True Wealth & Company
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About this Advisor
Brian Paulsen is a financial advisor working out of Overland Park, Kansas, with 8 years of industry experience. Paulsen is on the advisory team at True Wealth & Company. Over the course of their career, Paulsen has held roles at Reutemann Financial Solutions, Inc, Trueinsurance.Life, Research Financial Strategies, True Wealth & Company LLC, Ibm and Purshe Kaplan Sterling Investments. Paulsen holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois, Kansas, Missouri and Wisconsin. True Wealth & Company is an advisory firm that has its headquarters in Overland Park, KS. It administers $127 million in assets under management among its 856 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 856 client accounts, 17% are held by high-net-worth individuals who have more than $1 million in assets available to invest. True Wealth & Company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters, educational seminars and other services. Fees charged by financial advisors largely are based on the services. However, fee types billed by True Wealth & Company most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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True Wealth & Company Brokerage Details
$126,496,448
8
856
$147,776
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Brian Paulsen Work History
Brian has been registered as a financial advisor for 8 years.*
True Wealth & Company LLC
True Wealth & Company LLC
Reutemann Financial Solutions, Inc
Research Financial Strategies
Trueinsurance.Life
Purshe Kaplan Sterling Investments
Ibm
*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 Paulsen 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 True Wealth & Company
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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