Brian Thomas Liedstrand

Employer firm

Selective Wealth Management, Inc. CRD 164882

$455M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2014 → 11/2016
  Usmc, Wounded Warrior Regiment
  Jacksonville, NC
• 01/2014 → Present
  Harvest Presbyterian Church Pca
  Jacksonville, NC
• 05/2014 → Present
  Selective Wealth Management Llc
  Forest, VA
• 03/2017 → Present
  Usmc
  Camp Lejeune, NC

Other Businesses

1)HARVEST PRESBYTERIAN CHURCH PCA, NON-INVESTMENT RELATED, JACKSONVILLE NC, CHURCH WORSHIP, CHURCH MUSIC DIRECTOR, 01/2014, 20 2)USMC: RESERVES, NON-INVESTMENT RELATED, CAMP LEJEUNE NC, MARINE FOR LIFE REPRESENTATIVE, 03/2017, 15

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-15

Other Names

• Brian Thom Liedstrand