Unclaimed Profile

Brion Scott Collins

BRONFMAN E.L. ROTHSCHILD, L.P.·MADISON, Wisconsin

SIE, Series 4, Series 7, Series 7TO, Series 24, Series 63, Series 65CFP27 years registeredBRONFMAN E.L. ROTHSCHILD, L.P.

10 TERRACE COURT, MADISON, WI 53718CRD# 3120481Firm CRD# 168095

Profile Verification

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

Identity

Brion Scott Collins · MADISON, WI

Registration

CRD #3120481 · BRONFMAN E.L. ROTHSCHILD, L.P. · 27 years registered

Brand Profile

Not yet started

Career History

WEALTHSPIRE ADVISORS

Jan 2021 – present

WEALTHSPIRE ADVISORS

May 2015 – Dec 2020

DELAFIELD, WI

LAKE COUNTRY WEALTH MANAGEMENT

Apr 2014 – May 2015

DELAFIELD, WI

NEXT FINANCIAL GROUP, INC.

Jul 2009 – May 2015

DELAFIELD, WI

NEXT FINANCIAL GROUP, INC.

Jul 2009 – Jul 2009

DELAFIELD, WI

MML INVESTORS SERVICES, INC.

Sep 1998 – Jun 2009

DELAFIELD, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · September 14, 1998

Years registered · 27

Professional designation · CFP

Disclosure History

2009Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WEALTHSPIRE ADVISORS, L.P.

CRD 168095 · SEC 801-78179

AUM

$4.6B

Regulatory assets under management

Employees

2,366 client accounts

Services offered by WEALTHSPIRE ADVISORS, L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHSPIRE ADVISORS, L.P. →

Introduction

Speak with Brion

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

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

Looking for a financial advisor in MADISON?

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

Browse MADISON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brion Scott Collins offer?

Brion Scott Collins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.

What are Brion Scott Collins's credentials?

Brion Scott Collins holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brion Scott Collins located?

Brion Scott Collins is based in MADISON, Wisconsin, working with BRONFMAN E.L. ROTHSCHILD, L.P.. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Brion Scott Collins charge for services?

Brion Scott Collins'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 BRONFMAN E.L. ROTHSCHILD, L.P.?

BRONFMAN E.L. ROTHSCHILD, L.P. has approximately 76 employees and manages $4.6B 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 →