Unclaimed Profile

Brian Raymond Bies

CORTINA ASSET MANAGEMENT, LLC·MILWAUKEE, Wisconsin

Series 4, Series 6, Series 7, Series 24, Series 27, Series 63, Series 65Clean record22 years registeredCORTINA ASSET MANAGEMENT, LLC

825 NORTH JEFFERSON STREET, MILWAUKEE, WI 53202CRD# 2457017Firm CRD# 131394

Profile Verification

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

Identity

Brian Raymond Bies · MILWAUKEE, WI

Registration

CRD #2457017 · CORTINA ASSET MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

SILVERCREST ASSET MANAGEMENT GROUP LLC

Aug 2019 – present

CORTINA ASSET MANAGEMENT, LLC

Jun 2004 – Jul 2019

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 4

Series 6

Series 7

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · June 17, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORTINA ASSET MANAGEMENT, LLC

CRD 131394 · SEC 801-63066

AUM

$1.7B

Regulatory assets under management

Employees

50 client accounts

Services offered by CORTINA ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CORTINA ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Raymond Bies offer?

Brian Raymond Bies specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Brian Raymond Bies's credentials?

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

Where is Brian Raymond Bies located?

Brian Raymond Bies is based in MILWAUKEE, Wisconsin, working with CORTINA ASSET MANAGEMENT, LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Brian Raymond Bies charge for services?

Brian Raymond Bies's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORTINA ASSET MANAGEMENT, LLC?

CORTINA ASSET MANAGEMENT, LLC has approximately 17 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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