Bryan James Flanagan

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

• 07/2012 → Present
  Lpl Financial Llc
  Overland Park, KS

Previous Registrations

• 2009-05-08 → 2012-07-20
  Securian Financial Services, Inc.
  Overland Park, KS

Other Businesses

(1) 12/29/2014: Sunset Lodge LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 3810 N. Mulberry Dr., No. 202, Kansas City, MO 64116 - Started 12/11/2014 - 2 Hours Per Month/0 Hours During Securities Trading - Ownership of land for personal recreational hunting. (2) 03/12/2015: Blue Cross & Blue Shield - Non-Variable Insurance commission trails only - Investment Related - 7011 W. 121st St., Ste. 102, Overland Park, KS 66209 - Started 01/01/2013 - 1 Hours Per Month/0 Hours During Securities Trading - Directly appointed with no agency, commission trails only, servicing only. Health Insurance Sales (3) 03/12/2015: Humana - Non-Variable Insurance - Investment Related - 7011 W 121st St., Ste. 102, Overland Park, KS 66209 - Started 01/01/2013 - 1 Hour Per Month/0 Hours Per Month During Securities Trading - Individually appointed, no agency. Servicing policies only. No Selling. (4) 08/22/2016: Direct Appointment - Non-Variable Insurance - Investment Related - 7011 W. 121st St., Ste. 102, Overland Park, KS 66209 - Start 08/11/2016 - 2 Hr/Mo; 2 Hours During Securities Trading - Agent Selling Life, LTC, Fixed Annuities (5) 09/19/2016: BK Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 7011 W. 121st St., Ste. 102, Overland Park, KS 66209 - Start 08/25/2016 - 80 Hr/Mo; 65 Hour(s) During Securities Trading (6) 10/28/2022 - Haddad Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/06/2012 - 0 Hours Per Month/0 Hours During Securities Trading. (7) 06/25/2024 - Act in a Fiduciary Capacity - POA - Not Investment Related - Start Date 04/25/2024 - 0 Hours Per Month/ During Trading 8. 01/23/2025- Flanagan Financial - DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2025 - 0 Hrs/mnth 0hrs during Trading 9. 08/11/2025 - Flanagan Wealth - DBA for LPL Business (entity for LPL business) - INV Related- At Reported Business Location(s)- Start date 08/08/2025 - 160 Hrs/mnth 120hrs during Trading 10) 09/03/2025 - Flanagan Wealth & Trust - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s)- Start date:09/03/2025 - 160 Hrs/Mth - 120 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-30

Designations

• Certified Financial Planner