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Brian Leigh Runkles

FREDERICK FINANCIAL CONSULTANTS, LLC·FREDERICK, Maryland
SIE, Series 7, Series 63, Series 65, Series 99TOCFPClean record27 years registeredFREDERICK FINANCIAL CONSULTANTS, LLC
7101 GUILFORD DRIVE,, FREDERICK, MD 21704CRD# 3053096Firm CRD# 314290

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Leigh Runkles · FREDERICK, MD
Registration
CRD #3053096 · FREDERICK FINANCIAL CONSULTANTS, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

VERIDIAN CAPITAL PARTNERS
May 2021 – present
AMERIPRISE FINANCIAL SERVICES, LLC
Sep 1998 – Jun 2021
FREDERICK, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Series 99TO
Registration record
First registered · September 18, 1998
Years registered · 27
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FREDERICK FINANCIAL CONSULTANTS, LLC
CRD 314290 · SEC 801-121334
AUM
$390M
Regulatory assets under management
Employees
7
2,228 client accounts
Services offered by FREDERICK FINANCIAL CONSULTANTS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FREDERICK FINANCIAL CONSULTANTS, LLC →
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05

Frequently Asked Questions

What services does Brian Leigh Runkles offer?
Brian Leigh Runkles specializes in Financial Planning, Investment Management. Contact their office in FREDERICK, Maryland for a consultation.
What are Brian Leigh Runkles's credentials?
Brian Leigh Runkles holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Brian Leigh Runkles located?
Brian Leigh Runkles is based in FREDERICK, Maryland, working with FREDERICK FINANCIAL CONSULTANTS, LLC. Their office serves clients in the FREDERICK metropolitan area and surrounding communities.
How does Brian Leigh Runkles charge for services?
Brian Leigh Runkles'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 FREDERICK FINANCIAL CONSULTANTS, LLC?
FREDERICK FINANCIAL CONSULTANTS, LLC has approximately 7 employees and manages $390M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Brian A Williamson
FREDERICK, MD
Chandru Surendran Ramachandran
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