Brian James Schlosser
Investment adviser representative at Founders Financial Securities, LLC
22 yearsExperience
3 statesRegistered in
$4.1BFirm assets
20 yearsFirm in business
Are you Brian James Schlosser? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed 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
22 years in the industry.
- Magis Wealth LeadershipFeb 2022 to now
- Founders Financial Securities, LLCAug 2006 to now
- Schlosser FinancialApr 2004 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 3 states (IN, OH, TX).
Founders Financial Securities, LLC
$4.1BAssets managed
9,870Clients
117Advisers
20 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
- 2571017
- Firm CRD
- 137945