Brian
Kilby

Hauser Retirement Solutions 2 LLC

CRD#2936167
Investment Advisor
in Cincinnati, OH

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About this Advisor

Brian Kilby is a financial advisor operating out of Cincinnati, Ohio who has 1 year of industry experience. Kilby is an employee of Hauser Retirement Solutions 2 LLC. Throughout their career, they have worked at Hauser Retirement Solutions, LLC, Retirement Advantage, Bb&T Bank and Creative Retirement Systems. Kilby is able to work in Ohio and Wyoming. Hauser Retirement Solutions 2 LLC is an advisory firm that has its headquarters in Cincinnati, OH. It handles $848 million in assets between its 92 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm has a few services, such as pension consulting services and educational seminars. Fees charged by financial advisors typically are based on the services. However, fees charged by Hauser Retirement Solutions 2 LLC likely are comprised of asset-based and fixed fees.

Years Registered*

1 year

Services Offered

Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

5905 E. Galbraith Rd. Suite 9000
Cincinnati, OH 45236

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Hauser Retirement Solutions 2 LLC Brokerage Details

Total Assets Under Management

$847,510,144

OH Average: $2,106,341,625
Total Number of Employees

7

OH Average: 34
Total Number of Accounts

92

OH Average: 1,972
Average Account Size

$9,212,067

OH Average: $1,068,125

Investment Advisory Services

  • Pension consulting services
  • Educational seminars/workshops

Brian Kilby Work History

Brian has been registered as a financial advisor for 1 years.*

2017 - Present (7 years)

Hauser Retirement Solutions, LLC

2017 - 2017 (< 1 year)

Creative Retirement Systems

2016 - 2017 (1 year)

Bb&T Bank

2013 - 2016 (3 years)

Retirement Advantage

*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 Kilby 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 Hauser Retirement Solutions 2 LLC

Brian Kilby
Cincinnati, OH
Emily Tubesing
Cincinnati, OH
Christa Kreinest
Cincinnati, OH
Martha Allman
Cincinnati, OH
Jessica Singer
Apex, NC

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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