Brian Thomas Liedstrand
Investment adviser representative at Selective Wealth Management, Inc.
12 yearsExperience
2 statesRegistered in
$454.8MFirm assets
9 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- UsmcMar 2017 to now
- Selective Wealth Management, Inc.May 2014 to now
- Harvest Presbyterian Church PcaJan 2014 to now
- Usmc, Wounded Warrior RegimentJan 2014 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (NC, VA).
Selective Wealth Management, Inc.
$454.8MAssets managed
697Clients
9Advisers
9 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
- 6339738
- Firm CRD
- 164882