Brian Lemieux has had the opportunity to serve the Brainerd Lakes Area for more than 28 years by providing financial planning, investment advice, and brokerage services. He is a registered General Securities Representative (Series 7) and Investment Advisory Representative (Series 66). Valuing a strong work ethic and integrity- Brian has chosen this industry so he can help others preserve the legacy they have worked so hard to build. Brian has shaped his financial planning practice on the premise that each person's financial situation is unique and deserves a personalized plan and investment strategy.
Brian’s education includes a Bachelor’s degree in business administration with a finance emphasis from Minot State University and a Bachelor's of Science degree from North Dakota State University in aeronautical studies. In 1994, Brian began his career in the industry with Aid Association for Lutherans, which would later become Thrivent Financial Lutherans. After 16 years with Thrivent, Brian continued his journey as an independent Investment Advisor Representative with Cetera Advisors. Brian is dedicated to increasing his knowledge as a Financial Advisor, which is why he went on to earn the Certified Wealth Strategist designation - a program that focuses on holistic and complex financial planning solutions.
Well-respected in the financial community, Brian is a lifetime, qualifying, Court of the Table member of the Million Dollar Round Table*. Attaining membership in MDRT is a distinguishing career milestone that requires him to adhere to a strict Code of Ethics, focus on providing "top-notch" client service, and have a commitment to growing professionally in at least one other industry association. During the last 25 years, he has been recognized by broker-dealers, life insurance companies, and industry associations for excellence in production and integrity.
In his spare time, Brian enjoys spending time with his family, traveling, and taking advantage of all that the Lakes area has to offer. Brian has been blessed with a wonderfully supportive wife and three daughters, who are all grown. Brian is enjoying being a grandpa to his first grandson, Finn, and three grand-dogs: Okie, Wrigley, and Huck.
*The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production.