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Brian D

Series 66

Elkhorn, NE

Secure Asset Management, L.L.C.

Brian Dudley is a financial advisor with Secure Asset Management, L.L.C., holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at TD Waterhouse Investor Services, Inc. from 1999 to 2021 and has been with several affiliated firms since 2021. Outside of his advisory work, he is involved as a member and owner in real estate rental property ventures. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and focuses on individual and plan-level consulting rather than traditional corporate accounts.

Income planning Options & derivatives strategies
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