Bryan
Kaarlsen
Blackridge Asset Management, LLC
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About this Advisor
Bryan Kaarlsen is a financial advisor based in San Antonio, Texas with 7 years of relevant experience. Kaarlsen currently works for Blackridge Asset Management, LLC. Their career trajectory has included roles at Next Financial Group Inc, Texas Retirement Headquarters, Peak Brokerage Services, LLC and Blackridge Asset Management, LLC. Kaarlsen holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can serve investors in Texas. Blackridge Asset Management, LLC is an advisory firm that has its headquarters in Jupiter, FL. The company has offices in 61 locations and a total of 80 financial advisors. It oversees $143 million in total assets among its 806 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 806 customer accounts, just 7% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees usually vary depending on which service is provided. However, fee types charged by Blackridge Asset Management, LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blackridge Asset Management, LLC Brokerage Details
$142,558,285
80
806
$176,871
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Bryan Kaarlsen Work History
Bryan has been registered as a financial advisor for 7 years.*
Texas Retirement Headquarters
Peak Brokerage Services, LLC
Blackridge Asset Management, LLC
Next Financial Group Inc
*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 Bryan Kaarlsen 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 Blackridge Asset Management, LLC
Jupiter, FL
Jupiter, FL
Buffalo, NY
Jackson, MI
Jupiter, FL
Jupiter, FL
San Antonio, TX
Edisto Island, SC
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