Brian Edward Birchmeier

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2019 → 04/2020
  Pfs Investments Inc.
  Auburn Hills, MI
• 11/2018 → 04/2020
  Primerica Financial Services
  Auburn Hills, MI
• 07/2010 → Present
  Gbn Llc
  Clio, MI
• 04/2020 → 02/2024
  Cetera Advisors
  Denver, CO
• 04/2020 → Present
  Aero Retirement Options Llc
  Flint, MI
• 02/2024 → Present
  Lpl Financial Llc
  Clio, MI

Previous Registrations

• 2021-01-22 → 2024-03-14
  Cetera Advisors Llc
  Flint, MI

Other Businesses

1) 02/2024 - Aero Retirement Options LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 150Hrs per month / 75% Time Spent 2) 02/2024 - Non-Variable Insurance /Inv. Related / Clio MI / Start date 04/01/2020 - 2 hrs per month - 1 % Time Spent 3) 02/2024 - GBN. LLC /Business Entity For Tax/Investment Purposes Only / Not Inv. Related / Clio MI / Start date 06/01/2016 - 15 Hrs per month - 10 % Time Spent 4) 02/2024 - Author / Not Inv. Related / Clio MI / Start date 12/01/2014- 1% Time Spent 5) 02/2024 - Aviation BC LLC / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / Clio MI / Start date 03/01/2024 - 1 Hrs per month - 1% Time Spent 6) 02/2024 - KBKA LLC / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / Clio MI / Start date 01/02/2020 - 15 Hrs per month - 1% Time Spent 5%

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-06
• S63 Uniform Securities Agent State Law Examination
  2019-06-14