Brian Flanagan Email & Phone Number
Chief Investment Officer @ Schuler Wealth Planning
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Brian Flanagan Location
- Columbus, OH, US
Brian Flanagan Work
- Chief Investment Officer @ (June 2026 - Present)
- Vice President @ (January 2020 - February 2025)
- Director @ (November 2015 - August 2018)
- Organizer @ Buckeye State Bank (October 2013 - August 2018)
- Senior Vice President @ (December 2010 - January 2013)
- Founder @ Site eyewear (May 2006 - May 2012)
- Regional Vice President @ (March 2005 - October 2010)
- Retirement Plan Sales Consultant @ (October 2002 - March 2005)
Brian Flanagan Education
- The Ohio State University
Bachelor of Applied Science (B.A.Sc.) (Financial Planning and Services)
1995-1999 - American InterContinental University
Brian Flanagan Skills
- Mutual Funds
- Wholesale
- Institutional Sales
- Series 63
- 401k
- Selling
- Series 6
- Retirement Planning
- Retirement
- Investments
- Series 7
- Fixed Annuities
- Life Insurance
- Series 65
- Asset Allocation
- Financial Advisory
- Investment Advisory
- Defined Contribution
- Financial Services
- Wealth Management
- Investment Strategies
- Uniform Combined State Law
- Separately Managed Accounts
- Financial Planners
- Qualified Retirement Plans
- Retirement Plan Consulting
- Defined Benefit
- Variable Annuities
- Alternative Investments
- FINRA
- Pensions
- Profit Sharing
- Series 24
- Securities
- Financial Planning
- Sales
- ETFs
Brian Flanagan Summary
- Brian Flanagan, based in Columbus, OH, US, is currently a Chief Investment Officer at Schuler Wealth Planning. Brian Flanagan brings experience from previous roles at Vision 4 Fund Distributors, WisdomTree Asset Management, Buckeye State Bank and Fidelity Investments. Brian Flanagan holds a 1995 - 1999 Bachelor of Applied Science (B.A.Sc.) in Financial Planning and Services @ The Ohio State University. With a robust skill set that includes Mutual Funds, Wholesale, Institutional Sales, Series 63, 401k and more. Brian Flanagan has 3 emails and 3 mobile phone numbers on RocketReach.
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