Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
47 advisors
Number of Clients
842 clients
Average Client Portfolio
$198K average
Assets Under Management
$166.5M

Fee Structure

Brian Tussing may earn insurance commissions for the sale of insurance products, which may create a conflict of interest. All advisory compensation is paid by clients directly.

Areas of Practice
Insurance PlanningReal Estate Investing
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Advisor Information

Office location

6030 Mahoning Ave., Youngstown, OH, 44515

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daniel operates under the DBA Premier Wealth Financial Services for his LPL business, dedicating full-time hours. He also works with Premier Bank - Trust and sells fixed annuities, spending minimal time and a few hours per week, respectively.

Employment History
Current Registrations
Wesbanco Securities, INC. Broker
September 2025 - Present · 4 mos
Wesbanco Securities, INC.
September 2025 - Present · 4 mos
Previous Registrations
LPL Financial LLC Broker
May 2021 - September 2025 · 4 yrs 4 mos
LPL Financial LLC
May 2021 - September 2025 · 4 yrs 4 mos
Cetera Investment Advisers LLC
January 2014 - May 2021 · 7 yrs 4 mos
Cetera Investment Services LLC
January 2012 - January 2014 · 2 yrs
Cetera Investment Services LLCBroker
December 2011 - May 2021 · 9 yrs 5 mos
Chase Investment Services CORP.
March 2009 - November 2010 · 1 yr 8 mos
Chase Investment Services CORP.Broker
March 2009 - November 2010 · 1 yr 8 mos
Invest Financial Corporation
July 2005 - January 2009 · 3 yrs 6 mos
Invest Financial CorporationBroker
July 2005 - January 2009 · 3 yrs 6 mos
Firstmerit Securities, INC.Broker
March 2005 - July 2005 · 4 mos
Pruco Securities, LLC. Broker
July 2003 - November 2004 · 1 yr 4 mos
World Group Securities, INC.Broker
April 2002 - June 2003 · 1 yr 2 mos
Wma Securities, INC.Broker
February 2002 - April 2002 · 2 mos
American Express Financial Advisors INC. Broker
August 2000 - January 2002 · 1 yr 5 mos
Ids Life Insurance CompanyBroker
August 2000 - January 2002 · 1 yr 5 mos
State Registrations6 states
FLOHPATXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.