Profil
Mr. Brian J.
Skolte is a Wealth Manager at All Terrain Financial Advisors LLC.
Mr. Skolte has extensive knowledge in real estate, estate planning, financial planning and business planning.
He has worked with a wide range of people, from those that are looking to grow and build a nest egg, to those that have a nest egg and are worried about how to protect it from the many risks that exist in the financial markets and regulatory environment.
Mr. Skolte received his BS in Business Administration & Computer Science from Augustana College.
He holds a CFP designation.
Postes actifs de Brian James Skolte
| Sociétés | Poste | Début |
|---|---|---|
All Terrain Financial Advisors LLC
All Terrain Financial Advisors LLC Investment ManagersFinance AFTA is an active manager that primarily focuses on equity-based asset management, we can also incorporate fixed income funds, bonds, cash management investments, private placements, derivatives, alternative investments, other non-standard assets, and more. They align the overall use of each investment vehicle or type with each client's unique situation. | Directeur Général | 01/01/2017 |
Anciens postes connus de Brian James Skolte
| Sociétés | Poste | Fin |
|---|---|---|
SNS Financial Group LLC
SNS Financial Group LLC Investment ManagersFinance Vector manages all or a portion of their clients' assets on a discretionary basis or, in limited circumstances, on a non-discretionary basis. The firm primarily allocates clients’ investment management assets among mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, commodities, derivatives, and independent investment managers. Their Investment Committee determines both a high-level allocation strategy as well as a general list of securities products approved to implement custom strategies for clients. | Directeur Général | 01/02/2010 |
Formation de Brian James Skolte
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Augustana University
Augustana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SNS Financial Group LLC
SNS Financial Group LLC Investment ManagersFinance Vector manages all or a portion of their clients' assets on a discretionary basis or, in limited circumstances, on a non-discretionary basis. The firm primarily allocates clients’ investment management assets among mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, commodities, derivatives, and independent investment managers. Their Investment Committee determines both a high-level allocation strategy as well as a general list of securities products approved to implement custom strategies for clients. | Finance |
All Terrain Financial Advisors LLC
All Terrain Financial Advisors LLC Investment ManagersFinance AFTA is an active manager that primarily focuses on equity-based asset management, we can also incorporate fixed income funds, bonds, cash management investments, private placements, derivatives, alternative investments, other non-standard assets, and more. They align the overall use of each investment vehicle or type with each client's unique situation. | Finance |
















