Brian Cline Email & Phone Number
Senior Planner @ Edward Jones Generations | CFP, ChFC, CLU @ Edward Jones
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Brian Cline Location
- Cleveland, OH, US
Brian Cline Work
- 2026 -now Senior Planner @ Edward Jones Generations | CFP, ChFC, CLU @
- 2024 -2026 Client Advisor and Branch Manager @
- 2023 -2024 Private Client Financial Advisor @
- 2023 -2023 Internal Consultant @
- 2022 -2023 Financial Consultant @ Premier Wealth Financial Services
- 2016 -2021 Financial Sales Consultant (Advisor and WealthPlanner and Supervisor and Mentor and Leader) @
- 2012 -2016 Financial Sales Specialist (External Wholesaler) @
- 2008 -2012 Regional Internal Consultant @
- 2006 -2008 Annuity Internal Wholesaler @
- now Retirement Plans Internal Wholesaler @
Brian Cline Education
- The American College
ChFC (Financial Services)
2001-2014 - The American College
CLU (Life Financial Services)
2001-2014 - Franklin University
Bachelors of Arts (Business Administration)
2006-2008 - The Ohio State University
(History)
1995-1999 - Upper Arlington High School
Diploma (College Prep)
1991-1995
Brian Cline Skills
- Retirement Planning
- Fixed Annuities
- Variable Annuities
- Life Insurance
- Series 7
- Estate Planning
- Sales Management
- Series 63
- Series 24
- Insurance
- Coaching
- Retirement
- Sales Operations
- Sales Support
- Series 65
- Sales
- Financial Planners
- 401k
- Ohio Life and Health Insurance Licensed
- Insurance Planning
- CLU
- Financial Services
- Strategic Financial Planning
- Banking
- Training
- Long-term Care
- FINRA
- Financial Advisory
- Investments
- Term Life Insurance
- IRAs
- Investment Advisory
- Universal Life
- Long Term Care Insurance
- Securities
- Pensions
- Wealth
- Investment Strategies
- ChFC
- Mutual Funds
- Life
- Wealth Management
- Employee Benefits
- Retirement Plan Consulting
- General Insurance
- Finance
- Investment Management
- Roth IRA
- Asset Management
- Financial Planning
- Long Term Care
Brian Cline Summary
- Brian Cline, based in Cleveland, OH, US, is currently a Senior Planner @ Edward Jones Generations | CFP, ChFC, CLU at Edward Jones. Brian Cline brings experience from previous roles at CooksonPeirce, Citizens, DPL Financial Partners and Premier Wealth Financial Services. Brian Cline holds a 2001 - 2014 ChFC in Financial Services @ The American College. With a robust skill set that includes Retirement Planning, Fixed Annuities, Variable Annuities, Life Insurance, Series 7 and more. Brian Cline has 4 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Brian Cline?
Find contact details for 700 million professionals.
Others Named Brian Cline
Brian Cline
VP, IT Client Program Leader – Sam’s Club
Eagle Rock, MO, US
Brian Cline
Controller
West Virginia, United States
Brian Cline
Vice President CIO
Columbus, OH, US
Brian Cline
Chief Executive Officer
Austin, TX, US
Brian Cline
EHS Senior Manager
Clarksville, TN, US
Brian Cline
Principal Software Architect
Toronto, ON, CA
Brian Cline
Chief Administrative Officer
Greenville, SC, US
Brian Cline
Senior Vice President
Texas, United States
Brian Cline
Chief Operating Officer
Phoenix, AZ, US
Brian Cline
Human Resources Director-Talent Acquisition
United States
Top Edward Jones Employees
Michelle Myers
Associate General Counsel
St. Louis, MO, US
Hasan Malik
Chief Strategy Officer
New York, NY, US
Mary Kaiser
Managing Director, Future of Work and Workforce Planning
St. Louis, MO, US
Jeff Logan
Associate General Counsel
St. Louis, MO, US
Jonathan Klestinski
Chief Strategy Officer (CSO) - Edward Jones Trust Company
Saint Charles, MO, US
Mansoor Mahmood
Chief Accounting Officer
United States
Edward Smith
CEO
Kiefer, OK, US
Maquel Shepperd
Ceo
St. Louis, MO, US
Mark Orzabal Jr
Managing Director
Peoria, AZ, US
Erin Herrington
Managing Director | Head of Sourcing
St. Louis, MO, US
Ryan Beaudoin
Managing Director, Head of Asset Allocation
Boston, MA, US
Patricia Perez
Chief Marketing Experience Officer, High Net Worth
San Antonio, TX, US
Penny Pennington
Managing Partner
St. Louis, MO, US
Kristin Johnson
Chief Operating Officer
St. Louis, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co