Brian Seidenwand
Investment adviser representative at Coppell Advisory Solutions LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Coppell Advisory Solutions LLCJan 2026 to now
- Charles Schwab & Co., Inc.Jan 2025 to Jan 2026
- Charles Schwab BankJan 2025 to Jan 2026
- The Vanguard Group, Inc.Jun 2021 to Jan 2025
- Allstate, Walker Insurance AgencyJan 2021 to Mar 2021
- Mgo Inc.Jan 2019 to Oct 2019
- TD AmeritradeMay 2018 to Jan 2019
- The Capital GrilleMar 2017 to Jan 2021
- Full Time EducationAug 2016 to May 2021
- Lockkeepers RestaurantApr 2015 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
Coppell Advisory Solutions LLC
Legal name: Fusion Investment Advisors LLC
$1.1BAssets managed
8,850Clients
82Advisers
15 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
- 6969111
- Firm CRD
- 156549