Brian W Ramsey
Investment adviser representative at Family Wealth Planning Partners
10 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$317.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
10 years in the industry.
- Fwpp Insurance LLCJun 2023 to now
- Family Wealth Planning PartnersDec 2022 to now
- Ifp Securities, LLCSep 2019 to Apr 2023
- Independent Financial PartnersJan 2016 to Apr 2023
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (IN, KY).
Family Wealth Planning Partners
Legal name: Family Wealth Planning Partners LLC
$317.4MAssets managed
1,466Clients
4Advisers
3 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
- 4771161
- Firm CRD
- 323656