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Brion Collins

Advisor at WealthSpire Advisors

Updated today

Location

Delafield, WI 53018

Credentials

CFP®, Series 63, Series 65

Industry experience

27 years

About

Brion Collins is a CFP® with 27 years of industry experience, currently with Wealthspire Advisors since 2022. He previously worked at Wealthspire Capital, LLC and Wealthspire Advisors during earlier periods totaling over a decade. Wealthspire Advisors serves a diverse range of clients including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm emphasizes a relationship-driven, customized investment process with diversified, institutional-style asset allocation.

Client services

Based on WealthSpire Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on WealthSpire Advisors

Retirement income strategy Social Security optimization Roth conversion strategy Options & derivatives strategies

Occupation focus

Based on WealthSpire Advisors

Executive Founder/Business Owner

Demographic focus

Based on WealthSpire Advisors

Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)

Fee options

Fixed

Financial planning and consulting fees charged on a fixed fee basis, typically with a minimum of $5,000

Percentage

$0 - $2,000,000: 1.20% $2,000,000 - $5,000,000: 0.87% $5,000,000 - $10,000,000: 0.75% $10,000,000 - $25,000,000: 0.50% $25,000,000+: 0.40% - 0.65%

Other

Account minimum: $100,000 Minimum fee: Minimum fee varies; for financial planning, generally a minimum of $5,000; trustee services minimum fee of $5,000 annually Fee-only: Fixed fees for financial planning and consulting; flat dollar fees generally with a typical minimum of $5,000

Location

709 B Milwaukee Street

Delafield, WI 53018

Most active in

Wisconsin

Work history

Wealthspire Advisors

2022 - Present (4 years)

Wealthspire Capital, LLC

2015 - 2020 (5 years)

Wealthspire Advisors

2015 - 2022 (7 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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William N

Series 63

Brookfield, WI

WHN Investor Services, Inc.

William Niewoehner is the sole advisor at WHN Investor Services, Inc. in Brookfield, WI, holding a Series 63 designation with 24 years of industry experience. He has been with WHN Investor Services since 1981. WHN Investor Services provides discretionary investment management to high-net-worth individuals and consulting services to institutional corporate retirement plans. The firm specializes in customized portfolios focused on dividend-paying large-cap stocks and fixed income for individuals, and offers investment policy statement development, asset allocation recommendations, manager searches, and performance evaluation for institutional clients.

Active portfolio management Retired

Brian L

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.

Liquidity event planning Business exit / sale strategy Business succession planning Executive Founder/Business Owner Parents Gen X (Born 1965-1980)
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Brian S

ChFC®, Series 63, Series 66

Muskego, WI

Selerski Asset Management, LLC

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.

Wealth management
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Lars L

Series 65

Pewaukee, WI

Magis Private Wealth Management, LLC

Lars Larsen is a financial advisor at Magis Private Wealth Management, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Magis since 2003. Outside of his advisory role, Larsen is vice president and Chief Technology Officer at Faith Technologies, Inc., where he leads the data science and analytics team in the EnTech Solutions division focused on clean energy. Magis Private Wealth Management provides discretionary private wealth management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages diversified portfolios using fundamental analysis alongside technical and cyclical factors, serving a client base that includes high-net-worth individuals.

Wealth management
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Frederick S

Series 65, Series 66

Brookfield, WI

Bultman Investment Management, Inc.

Frederick Sitzberger is a financial advisor at Bultman Investment Management, Inc. in Brookfield, WI, holding Series 65 and Series 66 registrations with 25 years of industry experience. He previously worked at Sitzberger & Company, S.C. for nearly three decades before joining Bultman Investment Management in 2013. Outside of his advisory role, he owns a commercial real estate building in Brookfield. Bultman Investment Management provides continuous portfolio management for individual, high-net-worth, and institutional clients, utilizing equity no-load mutual funds, ETFs, and fixed-income securities. The firm offers both discretionary and nondiscretionary management, employs fundamental, technical, and cyclical analysis, and serves as a sub-adviser to other investment advisers.

Passive / index investing
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Justin D

Series 65

Waukesha, WI

Domo Capital Management, LLC

Justin Dopierala is a financial advisor at Domo Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Domo Capital Management since 2007. His prior work experience includes FedEx Services and operating Dopierala Holdings, LLC. Domo Capital Management is a small, discretionary investment adviser managing approximately $18.1 million primarily for individual and high-net-worth clients. The firm employs a value-oriented, concentrated all-cap strategy focused on long-term investments in a limited number of positions, supported by a disciplined research process and strategic use of cash and hedging.

Concentrated stock management
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