A complete list of active advisors currently associated with Brilliant Financial Advisors LLC
Warmer can help you find a great advisor at Brilliant Financial Advisors LLC or one who fits your needs even better.
Brilliant Financial Advisors LLC provides ongoing portfolio management and financial planning services to individuals, high-net-worth individuals, and business clients. The firm documents client goals and risk tolerance in written investment policy statements and delivers tailored portfolio management alongside one-time or negotiated financial planning engagements. The firm’s investment approach draws on fundamental analysis, modern portfolio theory, and technical analysis, and it implements both long- and short-term trading strategies, including the use of margin and short sales, as well as mutual funds, ETFs, equities, and annuities. BFAL typically seeks discretionary trading authority, monitors accounts periodically, and delivers account reporting through custodian statements. Noteworthy features that distinguish the firm from many peers are its acceptance of performance‑based advisory arrangements for accredited clients using a high‑water‑mark mechanism, and that the firm’s principal is a licensed insurance agent who offers insurance products (including annuities) and may receive commissions—conflicts related to those activities are disclosed and reviewed. The firm also requires clients to custody assets with specified institutional custodians and may receive research or other services from those custodians, which can affect broker selection.
To learn more about the advisors currently working at Brilliant Financial Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bennington, NE
| 13
|
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