Brian Debels (CRD# 5219989) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 21 years of experience in the finance industry.
CRD# 5928545
Axia Wealth Management Inc.
CRD# 6254444
Asi Wealth Management & Consulting Services
CRD# 6609914
Copia Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Asi Wealth Management & Consulting Services | Bend, OR | Dec 2021 - Current | 2 |
| Advisory Services & Investments, LLC | Bend, OR | Aug 2006 - Dec 2021 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2002 |
- TX
- WA
-
Total Assets Under Management1,728MILLIONS
-
Total Number of Accounts418ACCOUNTS
-
Average Account Value$4,133,983
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, ID, MT, OR, TX, WA
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