Brian Kristofer Duerson

Current Employers

K2 Wealth Management

Chapin, SC • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2026-02-18
SC	RA	APPROVED	2026-01-12

UT RA
APPROVED

Since 2026-02-18
SC RA
APPROVED

Since 2026-01-12

Branch Locations

Chapin, SC • 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

Organization	City	State	From	To
E*Trade Securities Llc	Sandy	UT	09/2018	07/2019
Mercy Medical Center	Des Moines	IA	08/2016	05/2017
American Heart Association	Des Moines	IA	06/2017	06/2018
Juicebox Interactive	Des Moines	IA	03/2018	06/2018
Brigham Young University- Idaho	Rexburg	ID	09/2017	07/2019
Ameriprise Financial Services, Inc	Salt Lake City	UT	10/2019	11/2019
Brex	San Francisco	CA	11/2019	10/2020
Osaic Wealth, Inc	Nashville	TN	08/2022	01/2024
Premier Diagnostics	Lehi	UT	10/2020	03/2021
Pluralsight	Draper	UT	09/2021	05/2022
Unemployed	Bluffdale	UT	03/2021	09/2021
Genxfinancial Llc	Orlando	FL	08/2022	01/2024
Two Tree Financial, Llc	Columbia	SC	05/2024	Present
Unemployed	Columbia	SC	02/2024	04/2024
Consecrated Holdings, Llc	Columbia	SC	09/2023	Present
Osaic Wealth, Inc	Scottsdale	AZ	08/2022	01/2024
E*Trade Securities Llc	Sandy	UT	10/2018	08/2019

09/2018 → 07/2019

E*Trade Securities Llc

Sandy, UT
08/2016 → 05/2017

Mercy Medical Center

Des Moines, IA
06/2017 → 06/2018

American Heart Association

Des Moines, IA
03/2018 → 06/2018

Juicebox Interactive

Des Moines, IA
09/2017 → 07/2019

Brigham Young University- Idaho

Rexburg, ID
10/2019 → 11/2019

Ameriprise Financial Services, Inc

Salt Lake City, UT
11/2019 → 10/2020

Brex

San Francisco, CA
08/2022 → 01/2024

Osaic Wealth, Inc

Nashville, TN
10/2020 → 03/2021

Premier Diagnostics

Lehi, UT
09/2021 → 05/2022

Pluralsight

Draper, UT
03/2021 → 09/2021

Unemployed

Bluffdale, UT
08/2022 → 01/2024

Genxfinancial Llc

Orlando, FL
05/2024 → Present

Two Tree Financial, Llc

Columbia, SC
02/2024 → 04/2024

Unemployed

Columbia, SC
09/2023 → Present

Consecrated Holdings, Llc

Columbia, SC
08/2022 → 01/2024

Osaic Wealth, Inc

Scottsdale, AZ
10/2018 → 08/2019

E*Trade Securities Llc

Sandy, UT

Previous Registrations

2022-08-01 → 2024-01-08

Osaic Wealth, Inc.

Nashville, TN

Blythewood, SC

Other Businesses

1. Consecrated Holdings, LLC 2. Not Investment Related 3. 467 Kingsley View Road Blythewood, South Carolina 29016 4. Commercial real estate holding company 5. Owner/Investor 6. 09/13/2023 7. 4- 6 hours per Month (Weekends) 8. 0 hours during Trading Activity 9. Commerical Real Estate, clerical, research Brian Duerson is an owner and investor in a commercial real estate holding company called Consecrated Holdings, LLC (467 Kingsley View Road Blythewood, South Carolina 29016). Brian Duerson started this business on 09/13/2023. Consecrated Holdings, LLC is not investment related and receives revenue from tenants but does not partake in the sale of real estate. Brian spends 4-6 hours per month at Consecrated Holdings (on the Weekends). This activity is not performed during trading hours and does not present a conflict of interest.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-08-17
S63	Uniform Securities Agent State Law Examination	2018-11-05

S65 Uniform Investment Adviser Law Examination

2021-08-17
S63 Uniform Securities Agent State Law Examination

2018-11-05

View on SEC IAPD