BK
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
74 advisors
Number of Clients
41 clients
Average Client Portfolio
$710.6M average
Assets Under Management
$29.1B
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Advisor Information
Office location
303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203
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 Activities
Brian engages in business-to-business marketing for Separately Managed Accounts and Model Portfolio Delivery options, spending a few hours per week. He is also a board member for a veterans' charity, dedicating minimal time to board calls and fundraising.
Employment History
Current Registrations
Touchstone Advisors INC
June 2019 - Present · 6 yrs 7 mos
Touchstone Securities, INC.
October 2015 - Present · 10 yrs 3 mos
Touchstone Securities, INC.Broker
October 2015 - Present · 10 yrs 3 mos
State Registrations8 states
ALCAFLHIKYOHOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.