Brian Thelen Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ practitioner
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Brian Thelen Location
- Miami, FL, US
Brian Thelen Work
- Investment Advisor Representative @ Osaic (November 2018 - Present)
- CERTIFIED FINANCIAL PLANNER™ practitioner @ Jullie & Associates, PA (March 2002 - Present)
- President @ Integrity Financial Planning, Inc (February 2002 - Present)
- Investment Advisor Representative @ (May 2016 - November 2018)
- Investment Advisor Representative @ (March 2002 - May 2016)
- Financial Advisor @ (March 1999 - January 2002)
Brian Thelen Education
- college for financial planning
Masters of Science (Financial Analysis)
2007-2009 - Florida State University - Herbert Wertheim College of Business
Bachelor of Science (Multinational Business Operations)
1993-1997 - Florida State University - Herbert Wertheim College of Business
Bachelor of Science (Finance)
1993-1997 - Florida State University
Minor (Russian Language Studies)
1993-1997 - Miami Palmetto Senior High School
High School Diploma
1993
Brian Thelen Summary
- Brian Thelen, based in Miami, FL, US, is currently a CERTIFIED FINANCIAL PLANNER™ practitioner at Jullie & Associates, PA. Brian Thelen brings experience from previous roles at Osaic, Integrity Financial Planning, Inc, Signator Investors, Inc. and Transamerica Financial Advisors, Inc.. Brian Thelen holds a 2007 - 2009 Masters of Science in Financial Analysis @ college for financial planning. Brian Thelen has 2 mobile phone numbers on RocketReach.
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