Brian Thelen

Brian Thelen, CFP®, CFA, serves as an Investment Advisor Representative at Osaic since November 2018, providing fiduciary financial planning and investment portfolio management for individuals and businesses. Brian also holds the title of CERTIFIED FINANCIAL PLANNER™ practitioner at Jullie & Associates, PA, since March 2002, and serves as President of Integrity Financial Planning, Inc. since February 2002, a licensed Florida insurance agency specializing in fixed insurance products. Previous experience includes roles at Signator Investors, Inc. and Transamerica Financial Advisors, Inc., alongside a foundational career as a Financial Advisor at John Hancock Mutual Life Insurance Company. Brian's educational background includes a Master's degree in Financial Analysis from the College for Financial Planning and dual Bachelor's degrees in Multinational Business Operations and Finance, along with a minor in Russian Language Studies from Florida State University.