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Brian Patrick Lupien

LA PLATA RIVER PARTNERS, LLC·LIBERTY LAKE, Washington
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2310 N MOLTER ROAD #309, LIBERTY LAKE, WA 92270-1981CRD# 6134979Firm CRD# 165988
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About

Brian Patrick Lupien is a registered financial advisor based in LIBERTY LAKE, Washington, affiliated with LA PLATA RIVER PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LA PLATA RIVER PARTNERS, LLC
LA PLATA
AUM
$53M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LA PLATA RIVER PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6134979
Firm CRD# 165988
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Patrick Lupien offer?
Brian Patrick Lupien specializes in Retirement Planning. Contact their office in LIBERTY LAKE, Washington for a consultation.
What are Brian Patrick Lupien's credentials?
Brian Patrick Lupien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Patrick Lupien located?
Brian Patrick Lupien is based in LIBERTY LAKE, Washington, working with LA PLATA RIVER PARTNERS, LLC. Their office serves clients in the LIBERTY LAKE metropolitan area and surrounding communities.
How does Brian Patrick Lupien charge for services?
Brian Patrick Lupien's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LA PLATA RIVER PARTNERS, LLC?
LA PLATA RIVER PARTNERS, LLC has approximately 3 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LIBERTY LAKE
William Albert Lupien — LA PLATA RIVER PARTNERS, LLCPaul Douglas Kienbaum — ALLIANT SECURITIES, INC.Michael Odell Nord — ALLIANT SECURITIES, INC.Jeffrey Myles Newton — ALLIANT SECURITIES, INC.Sally Sue Mann — ALLIANT SECURITIES, INC.
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
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