Advisor at Selerski Asset Management, LLC
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Firm
Selerski Asset Management, LLC
Location
Muskego, WI
Credentials
ChFC®, Series 63, Series 66
Industry experience
21 years
Brian Selerski is a financial advisor at Selerski Asset Management, LLC with 21 years of industry experience. He holds the ChFC® designation and has previously worked at Northwestern Mutual Wealth Management Company and several other firms. Selerski Asset Management is an independent advisory firm managing approximately $30 million for about three dozen clients, including individuals, families, trusts, businesses, and qualified retirement plans. The firm offers financial planning, discretionary investment management, and qualified plan consulting, with a focus on strategic asset allocation and customized portfolios, as well as specialized services in qualified plan and pension consulting under ERISA fiduciary standards.
Based on Selerski Asset Management, LLC
$0 - $250,000: 1.75% $250,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% Over $10,000,000+: 0.80%
Muskego, WI
Wisconsin
Selerski Asset Management, LLC (CRD# 328913)
2023 - Present (3 years)
Scott Michael Mila
2021 - 2023 (2 years)
Joseph Cuda
2020 - 2023 (3 years)
Brian Blasczyk
2020 - 2023 (3 years)
Christopher Carlson
2019 - 2023 (4 years)
Aleksander Miskov
2014 - 2023 (9 years)
John Glowacki
2014 - 2023 (9 years)
Darrin Englebert
2014 - 2019 (5 years)
Scott Schwertfeger
2013 - 2023 (10 years)
Christopher Carl Fugman
2013 - 2023 (10 years)
Northwestern Mutual Wealth Management Company
2007 - 2023 (16 years)
Northwestern Mutual Investment Services, LLC.
2004 - 2023 (19 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
New Berlin, WI
Disciplined Financial Services, Inc.
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
Series 66
Waterford, WI
FIAT LUX Capital Management
CFP®
Milwaukee, WI
Hilltop Financial Advisors
CFA®
Milwaukee, WI
Magis Management, LLC
Series 63, Series 65
Milwaukee, WI
Eclipse Asset Management LLC
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