Bryan James Halicki
Investment adviser representative at Aspire Capital Advisors LLC
14 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.2BFirm 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
- Pension consulting
Experience
14 years in the industry.
- Aspire Capital Advisors, LLCJun 2023 to now
- M.S. Howells & Co.Jun 2023 to now
- Highland Capital BrokerageMay 2020 to now
- Securities America AdvisorsSep 2021 to Jun 2023
- Arbor Point AdvisorsNov 2020 to Jun 2023
- Securities America, Inc.Nov 2020 to Jun 2023
- Kms Financial Services, IncJun 2019 to Nov 2020
- First Command Financial Planning, Inc.Sep 2018 to Apr 2019
- Five To Nine Financial, LLCDec 2017 to Sep 2018
- U.S. ArmyMay 2012 to May 2019
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MN).
Aspire Capital Advisors LLC
$1.2BAssets managed
2,123Clients
13Advisers
6 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
- 6978815
- Firm CRD
- 298366