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Brian Kenneth Grabinski

Advisor at Guardian Life — Rosemount, MN

Updated today

Credentials

Series 66

Experience

11 years

Location

Rosemount, MN

Guardian Life logo

Guardian Life

Enterprise

Total advisors

1,908

Across 510 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Brian Grabinski is a financial advisor with Primerica Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co. of America since 2018, and previously at Securian Financial Services, Inc. and Minnesota Life Insurance Co. from 2015 to 2018. He also attended William Mitchell College of Law from 2014 to 2017. Park Avenue Securities LLC serves a broad retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice platforms to implement investment strategies.

Client services

Based on Guardian Life

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Guardian Life

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments

Occupation focus

Based on Guardian Life

Founder/Business Owner Retired Executive

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Fee options

Fixed

Flat fees for financial planning, consulting, business exit consulting generally $500 to $30,000.

Percentage

$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select Program maximum client fee)

Commissions

Brokerage commissions on transaction-based accounts; ticket charges $10 per transaction for Park Avenue Portfolio Select.

Project-based

Hourly fees for financial planning and consulting generally $100 to $500 per hour.

Subscriptions

Subscription-Based Financial Planning fees up to $25,000 per agreement annually; Subscription-Based Business Financial Consulting fees up to $30,000 annually or per engagement.

Other

Account minimum: $5,000 (VestWise minimum), $10,000 (most Park Avenue Proprietary Programs minimums, including Park Avenue Portfolio Select [closed to new investors], Park Avenue Signature Portfolio, Foundations, Quantitative Innovations, Park Avenue Strategist Select and Plus, UMA Select) Minimum fee: Annual Platform Fee minimum $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Advisory and financial planning fees negotiated; financial planning fees range generally $100/hour to $500/hour or flat fees $500 to $25,000; subscription plans up to $25,000 annually.

Location

See office

Rosemount, MN

Rosemount MN

Advisors at this office

1

Most active in

Minnesota

Work history

11 years of industry experience

Park Avenue Securities, Llc

2018 - Present • 8 years

New York, NY

GUARDIAN LIFE INSURANCE CO of AMERICA

2018 - Present • 8 years

New York, NY

Securian Financial Services, Inc

2015 - 2018 • 3 years

St Paul, MN

Minnesota Life Ins Co

2015 - 2018 • 3 years

St Paul, MN

William Mitchell College of Law

2014 - 2017 • 3 years

St. Paul, MN

Disclosures

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

Business activities & affiliations

Adam D

CFP®

Lakeville, MN

PairOne Private Wealth

Adam Duchon is a CFP® professional with over five years of industry experience, currently serving as an advisor at PairOne Private Wealth. Outside of his financial advisory work, Adam coaches hockey at Lakeville North High School. PairOne Private Wealth is an independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to families, small business owners, and young professionals.

Retirement income strategy General tax planning General retirement planning Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner Sales Professional Professional Athlete Retired Christian Faith Based

Michael B

CFP®, Series 66

Eagan, MN

LPL Financial

Michael Bins is a CFP® professional currently affiliated with LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Approaching retirement Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Retired Career Changers
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Aimee H

CFP®, Series 63

Edina, MN

The Hatlestad Group

Aimee Hatlestad is a CFP® with 12 years of industry experience and is the principal advisor at The Hatlestad Group. She previously worked at Bond & Devick Wealth Partners and Bgm Trunorth Wealth Partners, Llc. She serves as Treasurer for the Ripley Memorial Foundation, a nonprofit organization. The Hatlestad Group provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional and fiduciary entities. The firm employs a variety of analytical methods to tailor portfolios to client objectives and risk tolerance, offering both discretionary and non-discretionary services.

Debt management Cash flow / budgeting Equity compensation tax strategy
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Bradley H

Series 65, Series 63

Savage, MN

Sword and Shield Solutions LLC

Bradley Hesselberg is an investment advisor with Sword and Shield Solutions LLC in Savage, MN, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked with Gradient Investments, LLC and Gradient Wealth Management, among other firms. Outside of advisory services, he is a licensed insurance agent. Sword and Shield Solutions is a single-advisor independent firm offering non-discretionary asset management and financial planning services. The firm employs client-approved strategies including fundamental, technical, charting, and cyclical analysis, and may recommend and monitor third-party managers for portions of client portfolios.

General retirement planning Income planning Tax strategies for small businesses Active portfolio management
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Kevin B

Series 66

Bloomington, MN

KMB Wealth Management, LLC

Kevin Boyd is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at UBS Financial Services, Inc. for 10 years before founding KMB Wealth Management, LLC in 2020. The firm provides investment advisory services to individuals, high-net-worth individuals, and small businesses through a wrap fee investment program that combines financial planning, portfolio management, and brokerage transactional services. KMB Wealth Management employs a Core + Satellite investment approach, blending indexed funds with actively managed positions, and integrates comprehensive financial planning tailored to client objectives.

Cash flow / budgeting Debt management Retirement withdrawal strategies College savings (529s, UTMA, etc.) Divorce financial planning
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Dalton P

Series 65, Series 63

South Minneapolis, MN

Bluenose Wealth LLC

Dalton Pierce is the sole advisor at Bluenose Wealth LLC in South Minneapolis, MN. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to founding Bluenose Wealth, Pierce worked with Northwestern Mutual in various capacities from 2024 to 2026. He also served six years in the U.S. Navy and has been associated with the University of Minnesota since 2023. Bluenose Wealth serves individual and high-net-worth clients with portfolio management and comprehensive financial planning, primarily using a passive investment approach with index mutual funds and ETFs. The firm provides tailored financial plans covering retirement, tax, estate, business, and insurance matters.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting General estate planning guidance
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