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Brian Brown

Advisor at Planvest, LLC

Updated today

Location

Blair, NE 68008

Credentials

CFP®, Series 63, Series 66

Industry experience

21 years

About

Brian Brown is a CFP® professional with 21 years of industry experience. He is the sole advisor at PlanVest, LLC, an independent firm based in Blair, Nebraska. Prior to founding PlanVest in 2020, he worked at Securities America, Inc. for six years. Outside of his advisory role, Brian is co-owner of Blair Training Center and holds a Nebraska insurance license, through which he may sell insurance products to clients. PlanVest, LLC provides investment management and project-based financial planning primarily for individual clients, as well as employer-sponsored retirement plans and charitable organizations. The firm emphasizes fundamental analysis in discretionary portfolio management and offers services including retirement and tax-aware planning, cash flow analysis, and client education.

Client services

Based on Planvest, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Planvest, LLC

General retirement planning Retirement income strategy Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)

Fee options

Percentage

$0 - $50,000: 0.75% $50,001 - $100,000: 0.70% $100,001 - $250,000: 0.60% $250,001 - $500,000: 0.55% $500,001 - $1,000,000: 0.50% $1,000,001 - $2,000,000: 0.40% $2,000,001 - $3,000,000: 0.30% $3,000,001+: 0.25%

Project-based

$200 per hour for Project-Based Financial Planning, negotiable

Other

Fee-only: Project-Based Financial Planning at $200 per hour, negotiable

Location

1526 Washington St., Suite E

Blair, NE 68008

Most active in

Iowa · Nebraska · Texas

Work history

Planvest, LLC

2020 - Present (6 years)

Securities America, Inc.

2014 - 2020 (6 years)

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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Timothy K

Series 63, Series 65

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Timothy Kutsch is a financial advisor at Brilliant Financial Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Foundations Investment Advisors LLC and Western Wealth Builders. He is also licensed as an insurance agent, selling life, health, and annuity insurance. Brilliant Financial Advisors LLC offers discretionary portfolio management and financial planning services to individuals and business entities, including high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, providing client-specific strategies with ongoing monitoring and reporting.

Annuities
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Daniel M

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Blair, NE

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Daniel Mussack is a financial advisor with Geneos Wealth Management, Inc. in Omaha, NE, holding a Series 63 designation and 35 years of industry experience. He has worked with Geneos Wealth Management since 2014 and has been affiliated with Sequoia Wealth Partners and his own consulting practice, Dan Mussack Financial Consultant, for over a decade. Mussack also serves as a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a variety of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority, and provides access to third-party money managers through model portfolios and customized accounts.

ESG / Sustainable investing Options & derivatives strategies
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Sarah Chatt is a financial advisor with Geneos Wealth Management, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Geneos Wealth Management, she worked for Washington County Bank for 24 years. Outside of her advisory role, she serves as secretary for both the Blair YMCA Forever Fund and the Tekamah-Herman Public Schools Foundation, and she is a board member of the Burt County Public Power District. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with an investment approach that combines continuous account monitoring, discretionary trading, and a variety of analytic strategies ranging from long-term buy-and-hold to tactical timing.

ESG / Sustainable investing Options & derivatives strategies
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Patrick S

Series 63, Series 65

Bennington, NE

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Patrick Sittner is a financial advisor at RFG Advisory, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CWM, LLC and TS Bank. RFG Advisory serves individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and acts as an adviser to exchange-traded funds, managing portfolios with a combination of active and passive strategies, including access to private investments.

Annuities Options & derivatives strategies Tax-loss harvesting Executive Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Women Professionals
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Kevin K

Series 63, Series 65

Bennington, NE

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Kevin Kusleika is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Spectrum Advisory & Planning Services, Coppell Advisory Solutions, LLC, and Financial Brokerage, Inc. since 2014. Outside of advisory work, he is president and owner of Nova Fitness Equipment, a business selling and servicing fitness equipment. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and institutional investors. The firm offers a turnkey asset management platform with various investment strategies delivered primarily on a discretionary basis and supports a large advisor network through back-office and TAMP services.

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Michael H

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Bennington, NE

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Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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