Brian Christopher Dress
Investment adviser representative at Left Brain Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
$340.4MFirm assets
8 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Left Brain Wealth Management, LLCSep 2018 to now
- UnemployedMar 2018 to Sep 2018
- Ae TradingFeb 2012 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
Left Brain Wealth Management, LLC
$340.4MAssets managed
207Clients
4Advisers
8 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
- 7310403
- Firm CRD
- 170348