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Brian Forbush

Advisor at Nbc Securities, Inc.

Updated today

Location

Imperial, MO 63052

Credentials

Series 63, Series 66

Industry experience

13 years

Client services

Based on Nbc Securities, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Nbc Securities, Inc.

Retirement income strategy Wealth management

Occupation focus

Based on Nbc Securities, Inc.

Founder/Business Owner Retired

Fee options

Fixed

Financial Planning flat fees negotiated per client (part of financial planning fee structure)

Commissions

Commissions received on sale of other financial products such as insurance and variable insurance products

Project-based

Hourly charges reported in SEC Form ADV Part 1 (specific hourly rates not stated in brochure)

Performance-based

Performance-based fees offered for qualified clients, negotiated individually

Other

Account minimum: $5,000 to $100,000 (varies by program and manager) Minimum fee: Minimum Program Fees may be applied per Account and vary by IA Program (specific amounts not stated) Fee-only: Financial Planning fees negotiated per client, typically ranging from $100 to $10,000

Location

6021 W. Outer Rd.

Imperial, MO 63052

Most active in

Missouri

Work history

Wells FArgo Clearing Services

2018 - Present (8 years)

Wells FArgo Clearing Services

2017 - 2018 (1 year)

Robert Half International

2017 - 2017 (1 year)

Executive Staffing

2016 - 2017 (1 year)

US Bank

2016 - 2016 (1 year)

Not Employed

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Bruce K

Series 65

Fenton, MO

Midwest Investment Advisors, LLC

Bruce Krieg is a financial advisor at Midwest Investment Advisors, LLC in Fenton, Missouri, holding a Series 65 designation with 15 years of industry experience. He has been with Midwest Investment Advisors since 2010 and also has a long-standing association with Kriegl Lohbeck & Co dating back to 1992. Midwest Investment Advisors serves individual, high-net-worth, institutional, and business clients, providing discretionary portfolio management and financial planning. The firm employs multiple analysis methods and manages all portfolios in-house, overseeing a notably high client load for a solo advisor and maintaining an affiliation with an accounting firm to offer complementary services.

Options & derivatives strategies Real estate investing Annuities
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Charles H

CFP®, Series 65

St. Louis, MO

Heisner Financial, LLC

Charles Heisner is a CFP® and Series 65-registered financial advisor with 24 years of industry experience. He is the principal of Heisner Financial, LLC, an independent firm he founded in 2001 in St. Louis, MO. Heisner maintains an active CPA license, which he uses to supplement his financial advisory services. Heisner Financial, LLC provides personal financial planning and investment advisory services to individuals, trusts, and select business clients, integrating tax, bookkeeping, and business consulting with investment advice. The firm manages approximately $37 million in client assets on a non-discretionary basis and offers both ongoing and hourly consulting engagements.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning
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Jay P

CFP®, ChFC®, Series 66

Fenton, MO

AECH Financial

Jay Peters is a financial advisor at AECH Financial with 10 years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 66 license. Prior to joining AECH Financial in 2025, he worked for nearly a decade at Cetera and its affiliated entities. Outside of his advisory role, Peters serves as an elected board member of a homeowners association and consults as a referral partner for a nonprofit organization. AECH Financial is a state-registered investment adviser that provides discretionary investment management and portfolio implementation services to individuals, trusts, estates, corporations, and other business entities. The firm uses a model-driven investment approach combining quantitative, fundamental, technical, cyclical, and economic analysis, employing both long- and short-term strategies and ETFs.

Factor investing / smart beta Active portfolio management
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Dwight S

Series 63, Series 65

Waterloo, IL

Schaefer Wealth Management, Inc.

Dwight Schaefer is a financial advisor with Schaefer Wealth Management, Inc. in Waterloo, IL, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Schaefer Wealth Management since 2008. Outside of advising, he works as an independent insurance agent for various companies and serves as co-successor trustee for a family trust. Schaefer Wealth Management serves individual investors, high-net-worth clients, and business owners with customized investment management and financial planning services, employing a mix of mutual funds, ETFs, and individual securities guided by quantitative analysis and third-party research. The firm also offers educational seminars and client newsletters at no additional cost.

Retirement income strategy General retirement planning Income planning Annuities Options & derivatives strategies Founder/Business Owner Executive
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Brian S

ChFC®, Series 63, Series 65

Arnold, MO

Skrobonja Wealth Management, LLC

Brian Skrobonja is the founder and president of Skrobonja Wealth Management, LLC, with 31 years of experience in the financial industry. He holds the ChFC® designation and has worked at firms including Kalos Management, National Planning Corporation, and Madison Avenue Securities. Outside of advisory roles, he is an author who produces books, blogs, and podcasts on financial topics. Skrobonja Wealth Management provides discretionary asset management and financial planning primarily for individual clients, managing about $32.3 million across roughly 282 accounts. The firm employs a multi-faceted investment process that includes fundamental, technical, quantitative, and cyclical analysis, with a focus on asset allocation, fixed-income strategies, and periodic portfolio rebalancing.

Wealth management Charitable giving & philanthropy College savings (529s, UTMA, etc.) General tax planning
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Tyler S

Series 66

Arnold, MO

Skrobonja Wealth Management, LLC

Tyler Skrobonja is an investment advisor representative at Skrobonja Wealth Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Madison Avenue Securities and Kalos Capital. Outside of his advisory work, he serves as a college pastor and guitar instructor at the First Baptist Church of Arnold. Skrobonja Wealth Management, LLC provides discretionary asset management and financial planning primarily for individual clients. The firm employs a multi-faceted investment approach, combining fundamental, technical, quantitative, and cyclical analysis, and utilizes third-party managers alongside in-house strategies.

Wealth management Charitable giving & philanthropy College savings (529s, UTMA, etc.) General tax planning
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