BA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
1 client
Average Client Portfolio
$154.4M average
Assets Under Management
$154.4M
Loading...
Advisor Information
Office location
117 W. Main St., Cary, IL, 60013
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is the 100% owner and CEO of Atkins & Associates, LLC, which is the general partner of an exempt hedge fund, taking about 10-20% of his time as a trader and in sales. Brian is also a licensed insurance agent and independent insurance producer, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Wealth Builder Funds LLC
November 2025 - Present · 2 mos
Heritage Strategic Wealth, LLC
September 2025 - Present · 4 mos
Significant Wealth Partners LLC
June 2018 - Present · 7 yrs 7 mos
Previous Registrations
Wealth Builder Funds LLC
December 2023 - November 2025 · 1 yr 11 mos
Kingsview Asset Management, LLC
February 2014 - December 2017 · 3 yrs 10 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.