Advisor at Parsonex Advisory Services, 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
Parsonex Advisory Services, Inc.
Location
Englewood, CO 80112
Credentials
Series 66
Industry experience
17 years
Brian Neustrom is a financial advisor with Parsonex Advisory Services, Inc. He holds the Series 66 designation and has 17 years of industry experience. His prior work includes roles at Cetera-affiliated firms and Liberty Partners Financial Services. He is also employed by Parsonex Enterprises, Inc., the parent company of Parsonex Advisory Services and related entities, where he holds principal and Chief Compliance Officer roles. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a multi-manager approach with discretionary managed accounts, offering financial planning, portfolio management, and educational resources.
Based on Parsonex Advisory Services, Inc.
Based on Parsonex Advisory Services, Inc.
Negotiated fixed fees for financial planning services
Under $1,000,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.80% $3,000,000 - $5,000,000: 0.60% Over $5,000,000+: 0.40%
Minimum of $100 per hour
Account minimum: $100,000 Minimum fee: $250.00 minimum annual fee Fee-only: Hourly fees generally at a minimum of $100 per hour; fixed fees negotiable
8310 S. Valley Highway, Suite 110
Englewood, CO 80112
Colorado
Liberty Partners Financial Services
2021 - 2022 (1 year)
Modern Capital Securities
2021 - 2022 (1 year)
Parsonex Enterprises, Inc.
2021 - Present (5 years)
Cetera
2017 - 2021 (4 years)
Cetera Investment Services Llc
2017 - 2021 (4 years)
Cetera Financial Specialists LLC
2017 - 2021 (4 years)
Cetera Advisor Networks LLC
2016 - 2021 (5 years)
Legend Equities Corporation
2015 - 2016 (1 year)
Cetera Advisors LLC
2013 - 2021 (8 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:
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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 63, Series 66
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CFP®, Series 66
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Financial Solution Advisors Corp.
Series 63, Series 66
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Visionary Planning & Investment, LLC
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