Advisor at Selective Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Selective Wealth Management, Inc.
Location
Hubert, NC
Credentials
Series 65
Industry experience
11 years
Brian Liedstrand is a financial advisor at Selective Wealth Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has served in the U.S. Marine Corps since 2017, including a role as a Marine for Life Representative. Liedstrand also acts as the music director for Harvest Presbyterian Church PCA. Selective Wealth Management serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across eight advisors and offers discretionary investment supervisory services with tailored financial planning and periodic account reviews.
Based on Selective Wealth Management, Inc.
One-time fixed fee for stand-alone financial planning; retainer up to $1,200 possible
1.25% Annually
Negotiable for qualified institutional clients; generally not charged
Account minimum: $1,000,000
Hubert, NC
North Carolina · Virginia
Usmc
2017 - Present (9 years)
Selective Wealth Management LLC
2014 - Present (12 years)
Harvest Presbyterian Church PCA
2014 - Present (12 years)
USMC, Wounded Warrior Regiment
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
Series 65
Sneads Ferry, NC
Connective Wealth Partners, LLC
CFP®, Series 63, Series 66
Sneads Ferry, NC
Atlas
CFP®, Series 63, Series 65
Jacksonville, NC
Financial Security Advisory Inc
Series 63, Series 65
Swansboro, NC
Credit Union Investment Services
Series 63, Series 65
Jacksonville, NC
Credit Union Investment Services
Series 66
Jacksonville, NC
First Command Advisory Services
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")