Advisor at 80/20 Financial Services
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Brian Coleman is the sole advisor at 80/20 Financial Services in Ozark, Missouri, holding a Series 65 license with six years of industry experience. Prior to founding his independent advisory firm in 2019, he worked for 12 years at White River Valley Electric Cooperative. He is also a licensed independent insurance agent, selling life, health, annuities, and disability insurance. 80/20 Financial Services provides comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm builds personalized portfolios based on model allocations tailored to client objectives and risk tolerance, combining fundamental and technical analysis with strategic asset allocation.
Based on 80/20 Financial Services
Based on 80/20 Financial Services
Fixed fee ranging from $1,000 to $7,000 for financial planning services
Maximum 1.00% annually, negotiable based on account size
$240/hour for financial consulting and planning services
Fee-only: Fixed fee for financial planning ranging from $1,000 to $7,000; hourly fee $240/hour
Ozark, MO
Missouri
80/20 Financial Services
2019 - Present (7 years)
White River Valley Electric Cooperative
2007 - 2019 (12 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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