Brian Davis

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About Brian Davis

Brian assists his clients with pursuing financial freedom through financial and investment planning with an emphasis on holistic financial planning. His responsibilities include analyzing your goals and objectives, designing a suitable investment and risk management portfolio, and assisting in your estate and business planning strategies while helping to minimize taxes at the corporate and individual level. Our greatest satisfaction comes from your success and the long-term relationship we develop together. Davis Wealth Management, LLC is a Registered Investment Advisor with the state of Ohio. Brian is a Certified Financial Planner^® (CFP^®) and holds the Accredited Investment Fiduciary^® (AIF^®) and Professional Plan Consultant^™ (PPC^™) designations from the Center for Fiduciary Studies. The designations focus on all the components of a comprehensive investment process, related fiduciary standards of care, and commitment to excellence. Brian holds the Certified Plan Fiduciary Advisor (CPFA^®) designation from the National Association of Plan Advisors (NAPA). Brian is also a Chartered Financial Consultant (ChFC^®) and Chartered Life Underwriter (CLU^®), as well as a member of the Society of Financial Services Professionals.

Brian graduated from the University of Notre Dame, Notre Dame, IN with a Bachelor of Science degree. He received his MBA degree with a concentration in Finance from Drexel University, Philadelphia, PA. Brian is a past president of the Notre Dame Club of Akron, past president of the University of Notre Dame Alumni Board and has served as a trustee on the Board of Trustees for the University of Notre Dame. Brian, and his wife Anne, raised their three children in Medina, OH.

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General Information

Firm Start Year

1925

CRD#

2264620

Firm CRD#

6413

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CPFA, ChFC^®, AIF^®, CLU^®, CEPA^®

Securities Licenses

Series 24, Series 65, Series 63, Series 6, Series 7

Insurance and Annuity Licenses

Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Flat Fee, Hourly, Based on Assets, Commissions

Education

Bachelor of Science - Earth Science

University of Notre Dame
08/22/1981 -05/15/1985

MBA - Finance

Drexel University
09/01/1988 -05/10/1990

Disclosures

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LPL ADV 2A

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Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities offered through LPL Financial, Member FINRA & SIPC.

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Davis Wealth Management, LLC