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Brian Francis Durand

Strategic Financial Planning, Inc.

Minnetonka, MN

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Current Employers
Strategic Financial Planning, Inc.

601 Carlson Parkway Suite 1050, Minnetonka, MN 55305 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2020-02-05
  • MN RA
    APPROVED
    Since 2020-02-05

Branch Locations

601 Carlson Parkway Suite 1050, Minnetonka, MN 55305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Strategic Financial Planning Inc Minnetonka MN 07/2002 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-19
  • S65 Uniform Investment Adviser Law Examination
    2002-07-19

View on SEC IAPD

Other Firms

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AMERIPRISE FINANCIAL SERVICES, LLC
CRESSET ASSET MANAGEMENT, LLC
CAPTRUST
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
ORGEL WEALTH MANAGEMENT, LLC
PINE RIVER CAPITAL MANAGEMENT L.P.
DGV SOLUTIONS LP

Other Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA
GRANT RONALD FJOSNE
Sean M McCullough
David Douglas Roderick
GINGER RAE EWING
MICAH CHARLES BENWAY

Other Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN
CAPTRUST · Minnetonka, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN

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