Brian William Neustrom
Investment adviser representative at Powerhouse Financial Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$108.2MFirm assets
Under 1 yearFirm 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
13 years in the industry.
- Powerhouse Financial Advisors, Inc.Sep 2026 to now
- Parsonex Enterprises, Inc.Jan 2021 to now
- Liberty Partners Financial ServicesSep 2021 to Sep 2022
- Modern Capital SecuritiesSep 2021 to Sep 2022
- Cetera Financial Specialists LLCMay 2017 to Jan 2021
- Cetera Investment Advisers LLCMay 2017 to Jan 2021
- Cetera Investment Services LLCMay 2017 to Jan 2021
- Cetera Advisor Networks LLCApr 2016 to Jan 2021
- Legend Equities CorporationAug 2015 to Dec 2016
- Cetera Advisors LLCJun 2013 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CO).
Powerhouse Financial Advisors, Inc.
$108.2MAssets managed
226Clients
2Advisers
Under 1 yearIn 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
- 5530526
- Firm CRD
- 338952