Brian Joe Gerrans

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

• 05/1999 → 07/2021
  Waddell & Reed, Inc.
  Muskegon, MI
• 11/2000 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies, Inc.
  Grand Haven, MI
• 01/2014 → 07/2021
  Gerrans Consulting Group
  Grand Haven, MI
• 02/2018 → 07/2021
  Care A Lot, Inc
  Muskegon, MI
• 07/2019 → 07/2021
  2145 W Sherman Llc
  Grand Haven, MI
• 07/2021 → Present
  Lpl Financial Llc
  Norton Shores, MI

Previous Registrations

• 2007-04-12 → 2021-07-21
  Waddell & Reed
  Muskegon, MI
  Grand Rapids, MI
  Muskegon, MI
  Hamden, CT
  Norton Shores, MI

Other Businesses

1- 03/2021 / DBA for LPL Business (entity for LPL business) / ARGO Wealth Partners / Investment Related / Norton Shores, MI 49441 2- 07/2019 / 2145 W. Sherman, LLC / Real Estate Rental / 345 Robbins Road, Grand Haven , MI 49417 / 5 HR MNTH / Investment Related / Grand Haven , MI 49417 3- 01/2014 / Business Entity For Tax/Investment Purposes Only / Non Investment Related / Grand Haven , MI 49417 4- 01/1999 / CRUMP and Associates of Clifton Park / Other / 7 HR During Trading / Investment Related / North Shores, MI 5- 03/11/2024 - 2145 W Sherman LLC - Other - Beneficiary Designation - Not Investment Related - At Reported Business Location - Start Date 03/01/2024 - 1 Hour Per Month/ During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-30
• S63 Uniform Securities Agent State Law Examination
  1999-06-07

Designations

• Certified Financial Planner

Other Names

• Brian Joe Gerrans
• Brian Gerrans