Brian William Distler

Current Employers

Employment History

• 01/2013 → 08/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 01/2011 → Present
  Nms Wealth Management;
  Chardon, OH
• 07/2021 → Present
  Lakreridge Wealth Management Llc
  Mentor, OH
• 08/2022 → Present
  Private Client Services
  Mentor, OH

Previous Registrations

• 2013-01-30 → 2022-08-03
  Cetera Wealth Services, Llc
  Chardon, OH
  Westlake, OH
  Mentor, OH
  Geneva, OH
• 2021-07-08 → 2021-12-31
  Lakeridge Wealth Management Llc
  Mentor, OH
• 2011-01-24 → 2013-02-01
  1St Global Advisors Inc
  Chardon, OH
• 2009-06-08 → 2011-01-24
  Chase Investment Services Corp.
  Akron, OH
  Akron, OH
  Brunswick, OH
• 2006-07-17 → 2009-05-07
  Ameriprise Financial Services, Llc
  Pepper Pike, OH

Other Businesses

1) LAKERIDGE WEALTH MANAGEMENT. 7470 CENTER STREET, MENTOR, OH 44060. RIA-PROVIDING INVESTMENT ADVICE AND FINANCIAL PLANNING. DIRECTOR, CCO, ADVISOR. MANAGE FIRM, OVERSEE COMPLIANCE AND WORK WITH CLIENTS. 160 HRS/MO; 120 DURING TRADING HRS. 2) FIXED INSURANCE. 7470 CENTER STREET, MENTOR, OH 44060. FIXED INSURANCE WITH VARIOUS COMPANIES. PLACE LIFE, DISABILITY, LONG-TERM CARE, AND FIXED ANNUITIES FOR CLIENTS. 2 HRS/MO; 2 DURING TRADING HRS. 3) 50 PARK STREET, LLC. 121 SOUTH ST, CHARDON, OH 44024. LLC THAT OWNS A COMMERCIAL PROPERTY. MINIMAL, PASSIVE INVESTMENT, DISCUSS STRATEGY FOR PROPERTY WITH PARTNERS. 2 HRS/MO; 2 DURING TRADING HRS. 4) NMS WEALTH MANAGEMENT. 7470 CENTER STREET, MENTOR, OH 44060. DBA FOR MY PRACTICE. DIRECTOR, MANAGE FIRM AND WORK WITH CLIENTS ON INVESTMENTS AND FINANCIAL PLANNING. 160 HRS/MO; 130 DURING TRADING HRS. 5) 7470 CENTER STREET, LLC. 36101 BILLINGSLEY ROW, AVON, OH 44011. LLC TO OWN COMMERCIAL REAL ESTATE THAT IS RENTED OUT. OWNER/MEMBER, OWN AND MANAGE COMMERCIAL RENTAL PROPERTY. 1 HR/MO; 1 DURING TRADING HRS.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-09