Brian
Whinnery
Hays Financial Group, LLC
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About this Advisor
Brian Whinnery is a financial advisor based out of Minneapolis, Minnesota, who has 2 years of industry experience. Whinnery currently works for Hays Financial Group, LLC. Throughout their career, they have worked at Rbc Capital Markets LLC, Global Retirement Partners, LLC, The Hays Financial Group, LLC and Lpl Financial, LLC. Whinnery maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Minnesota. Hays Financial Group, LLC is a financial advisory business that has its headquarters in Minneapolis, MN. It has a total of nine financial advisors. It oversees $3 billion in assets under management among its 496 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 496 accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets. Hays Financial Group, LLC provides a few services, such as financial planning services, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules vary depending on which service is offered. Fee types billed by Hays Financial Group, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hays Financial Group, LLC Brokerage Details
$3,155,995,471
9
496
$6,362,894
Investment Advisory Services
- Financial planning services
- Portfolio management for businesses or institutional clients
- Pension consulting services
Brian Whinnery Work History
Brian has been registered as a financial advisor for 2 years.*
The Hays Financial Group, LLC
Lpl Financial, LLC
Global Retirement Partners, LLC
Rbc Capital Markets LLC
*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 Whinnery 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 Hays Financial Group, LLC
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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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