Unclaimed Profile

Brien Jon Lasse

LIFEGUIDE FINANCIAL ADVISORS, LLC·MECHANICSBURG, Pennsylvania

SIE, Series 7, Series 55, Series 66CFPClean record22 years registeredLIFEGUIDE FINANCIAL ADVISORS, LLC

400 W MAIN ST., MECHANICSBURG, PA 17055CRD# 4492498Firm CRD# 284842

Profile Verification

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

Identity

Brien Jon Lasse · MECHANICSBURG, PA

Registration

CRD #4492498 · LIFEGUIDE FINANCIAL ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

LIFEGUIDE FINANCIAL ADVISORS, LLC

Sep 2020 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 2013 – Nov 2018

DANBURY, CT

AMERIPRISE FINANCIAL SERVICES, INC.

Jan 2009 – Oct 2011

OXFORD, CT

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Jan 2004 – Jun 2005

WOODBRIDGE, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 55

Series 66

Registration record

First registered · January 19, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIFEGUIDE FINANCIAL ADVISORS, LLC

CRD 284842 · SEC 801-108442

AUM

$373M

Regulatory assets under management

Employees

2,271 client accounts

Services offered by LIFEGUIDE FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIFEGUIDE FINANCIAL ADVISORS, LLC →

Introduction

Speak with Brien

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brien is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MECHANICSBURG?

Browse all registered financial advisors in MECHANICSBURG, Pennsylvania or claim this profile if it's yours.

Browse MECHANICSBURG Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brien Jon Lasse offer?

Brien Jon Lasse specializes in Financial Planning, Investment Management. Contact their office in MECHANICSBURG, Pennsylvania for a consultation.

What are Brien Jon Lasse's credentials?

Brien Jon Lasse holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brien Jon Lasse located?

Brien Jon Lasse is based in MECHANICSBURG, Pennsylvania, working with LIFEGUIDE FINANCIAL ADVISORS, LLC. Their office serves clients in the MECHANICSBURG metropolitan area and surrounding communities.

How does Brien Jon Lasse charge for services?

Brien Jon Lasse'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 LIFEGUIDE FINANCIAL ADVISORS, LLC?

LIFEGUIDE FINANCIAL ADVISORS, LLC has approximately 17 employees and manages $373M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →