Brian Flanagan Email & Phone Number
Chief Investment Officer @ Schuler Wealth Planning
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Brian Flanagan Location
- Columbus, OH, US
Brian Flanagan Work
- 2026 -now Chief Investment Officer @
- 2020 -2025 Vice President @
- 2015 -2018 Director @
- 2013 -2018 Organizer @ Buckeye State Bank
- 2010 -2013 Senior Vice President @
- 2006 -2012 Founder @ Site eyewear
- 2005 -2010 Regional Vice President @
- 2002 -2005 Retirement Plan Sales Consultant @
Brian Flanagan Education
- The Ohio State University
Bachelor of Applied Science (B.A.Sc.) (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 Bachelor of Applied Science (B.A.Sc.), 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 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Brian Flanagan?
Find contact details for 700 million professionals.
Top Schuler Wealth Planning Employees
Dean Schuler
Founder and Wealth Planner
Lewis Center, OH, US
Brian Flanagan
Chief Investment Officer
Columbus, OH, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co