Unclaimed Profile

Brian Patrick Giesting

ADVANTAGE INVESTMENT MANAGEMENT, LLC·CEDAR RAPIDS, Iowa

SIE, Series 7, Series 9, Series 10, Series 63Clean record14 years registeredADVANTAGE INVESTMENT MANAGEMENT, LLC

230 2ND STREET SE, CEDAR RAPIDS, IA 52401CRD# 4673486Firm CRD# 146236

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Patrick Giesting · CEDAR RAPIDS, IA

Registration

CRD #4673486 · ADVANTAGE INVESTMENT MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

SOUDERS FINANCIAL ADVISORS, LLC

Jun 2018 – present

ADVANTAGE INVESTMENT MANAGEMENT, LLC

Sep 2011 – Jun 2018

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Registration record

First registered · September 22, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVANTAGE INVESTMENT MANAGEMENT, LLC

CRD 146236 · SEC 801-69551

AUM

$386M

Regulatory assets under management

Employees

2,524 client accounts

Services offered by ADVANTAGE INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ADVANTAGE INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Patrick Giesting offer?

Brian Patrick Giesting specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.

What are Brian Patrick Giesting's credentials?

Brian Patrick Giesting is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Patrick Giesting located?

Brian Patrick Giesting is based in CEDAR RAPIDS, Iowa, working with ADVANTAGE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the CEDAR RAPIDS metropolitan area and surrounding communities.

How does Brian Patrick Giesting charge for services?

Brian Patrick Giesting's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVANTAGE INVESTMENT MANAGEMENT, LLC?

ADVANTAGE INVESTMENT MANAGEMENT, LLC has approximately 30 employees and manages $386M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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