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Brian Norman Corriveau

Investment adviser representative at Wealthcare Investment Partners LLC
25 yearsExperience
2 statesRegistered in
$859.6MFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

25 years in the industry.

  1. Private Client Services, LLCJul 2018 to now
  2. Wealthcare Investment Partners, LLCJun 2018 to now
  3. LPL FinancialDec 2001 to Jul 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1988
  • Series 65 · Uniform Investment Adviser Law2004

State registrations

Registered as an investment adviser representative in 2 states (RI, TX).

Wealthcare Investment Partners LLC

$859.6MAssets managed
1,853Clients
6Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1806721
Firm CRD
296475
Advisor's SEC record (opens in a new tab)
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