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Brian Roy Derosier

Advisor at Private Advisor Group, LLC — Brainerd, MN Northern Pacific Rd.

Updated today

Credentials

Series 63, Series 65

Experience

33 years

Location

Brainerd, MN 56401

Private Advisor Group, LLC logo

Private Advisor Group, LLC

Enterprise

Total advisors

917

Across 420 offices

Clients per advisor

152 Very High

Avg AUM per client

$303,047 Low

HNW client ratio

16% Typical

About

Brian Derosier is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at LPL Financial and operating his own advisory business, Brian Derosier and Associates, Inc., since 2003. Additionally, he serves as a notary public. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Client services

Based on Private Advisor Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Solicitation/referral

Occupation focus

Based on Private Advisor Group, LLC

Retired Founder/Business Owner

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Fee options

Fixed

Registrant can agree to charge a flat fee for specific services or periods, negotiated with clients.

Percentage

Negotiable up to 2.00% annually

Commissions

Certain IARs are registered representatives of LPL and may receive commissions on securities or insurance products sold; commissions vary.

Project-based

Financial planning and consulting fees generally range from $150 to $400 per hour, negotiable.

Other

Minimum fee: Registrant generally does not require an annual minimum fee or asset level for investment advisory services but can set an annual minimum fee or lesser fee at its discretion. Fee-only: Financial planning and consulting fees negotiable on a fixed fee basis or hourly rate basis, generally ranging from $150 to $400 per hour.

Location

See office

Brainerd, MN Northern Pacific Rd.

1511 Northern Pacific Rd., Suite 106

Brainerd MN 56401-2687

Advisors at this office

4

Most active in

Minnesota · Texas

Work history

33 years of industry experience

Private Advisor Group, LLC

2012 - Present • 14 years

Morristown, NJ

Lpl Financial

2011 - Present • 15 years

Brainerd, MN

Brian Derosier Dba Brian Derosier And Associates, Inc.

2003 - Present • 23 years

Brainerd, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Derek N

Series 63, Series 65

Crosby, MN

EFS Advisors

Derek Nyvold is a financial advisor at EFS Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining EFS Advisors, he worked at POOLCORP for 13 years. EFS Advisors provides investment advisory and financial consulting services to individual clients, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management with discretionary authority when agreed.

Options & derivatives strategies Educators, Teachers, and Academics
user avatar

Noah G

Series 65, Series 63

Crosby, MN

EFS Advisors

Noah Gindorff is a financial advisor at EFS Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining EFS Advisors, he worked at Advanced Advisor Group LLC and Northwestern Mutual. Outside of his advisory role, he serves as a sideline analyst for NDSU Football radio broadcasts. EFS Advisors provides investment advice and portfolio management to individuals, businesses, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process to recommend model portfolios and integrates technology, including proprietary household-aggregation software and AI tools, to support advisor judgment.

Options & derivatives strategies Educators, Teachers, and Academics
user avatar

Stanley N

Series 63

Crosby, MN

EFS Advisors

Stanley Nagorski is a financial advisor at EFS Advisors with 19 years of industry experience. He holds a Series 63 designation and has been with Advanced Advisor Group, LLC since 2007. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring process to recommend model portfolios, conducts quarterly fund performance reviews, and supplements advisor judgment with proprietary technology and AI tools.

Options & derivatives strategies Educators, Teachers, and Academics
user avatar

Thomas T

Series 63

Brainerd, MN

Private Advisor Group, LLC

Thomas Teasck is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 26 years of industry experience. He has worked at Private Advisor Group since 2013 and LPL Financial since 2012, while also maintaining a longstanding affiliation with Bruce Johnson & Associates since 1991. Outside of his advisory roles, he is involved in a CPA affiliate program and acts as a solicitor for Private Advisor Group. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, providing portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

Retired Founder/Business Owner
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Eric N

Series 66

Brainerd, MN

Private Advisor Group, LLC

Eric Nesheim is a financial advisor at Private Advisor Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. Nesheim operates under the DeRosier and Associates name as part of his advisory services. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Retired Founder/Business Owner
user avatar

Julie D

Series 63, Series 66

Brainerd, MN

Money Concepts Capital Corp

Julie Dillon is a financial advisor with Money Concepts Capital Corp in Brainerd, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has previously worked at several firms, including Midwest Professional Planners, Ltd., Investment Centers of America, and Dillon Financial Partners. Outside of financial advising, she operates a sole proprietorship called The Laser Belle, specializing in laser engraving art and crafts. Money Concepts Capital Corp serves individual clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage roughly $3.33 billion across about 14,700 clients.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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