Brian Thelen Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ practitioner
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Brian Thelen Location
- Miami, FL, US
Brian Thelen Work
- 2018 -now Investment Advisor Representative @ Osaic
- 2002 -now CERTIFIED FINANCIAL PLANNER™ practitioner @ Jullie & Associates, PA
- 2002 -now President @ Integrity Financial Planning, Inc
- 2016 -2018 Investment Advisor Representative @
- 2002 -2016 Investment Advisor Representative @
- 1999 -2002 Financial Advisor @
Brian Thelen Education
- College for Financial Planning
Masters of Science (Financial Analysis)
2007-2009 - Florida State University - College of Business
Bachelor of Science (Multinational Business Operations)
1993-1997 - Florida State University - College of Business
Bachelor of Science (Marching Chiefs, Kappa Kappa Psi, Basketball Pep Band, Jazz Ensemble, Salsa Florida Ensemble)
1993-1997 - Florida State University
Minor (Attended FSU Russian Study Abroad Program in 1995 located in St. Petersburg, Russia)
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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