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Brian S

Series 63, Series 65

Milford, OH

Founders Financial Securities LLC

Brian Schlosser is a financial advisor with Founders Financial Securities LLC in Milford, OH, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Founders Financial Securities since 2006 and previously operated Schlosser Financial from 2004 to 2022. Outside of his advisory role, he is involved in executive leadership coaching through Magis Wealth Capital and consults on viatical life settlements. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers a range of portfolio management, financial planning, and retirement consulting services, utilizing both traditional and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth programs.

Business exit / sale strategy Founder/Business Owner Retired
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