LPL Financial
47yrs
Top 1% by experience in West Des Moines
34yrs
Based in West Des Moines, Iowa, Brian Samuelson is a fiduciary financial advisor with 34 years of industry experience. Brian has been with Osaic Wealth since 2018; before that, Brian spent two years at Signator Investors and eight years at Transamerica Financial Advisors. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 645 advisors with offices in West Des Moines, and one of 563 fiduciaries.
At a glance
Experience34 years (since 1993)
How that compares ?Top 10% by experience in Iowa
Office1089 Jordan Creek Parkway Suite 190, West Des Moines, IA 50266
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowOsaic Wealth, Inc.Current firm
- 2016 – 2018Signator Investors, Inc.Previously
- 2008 – 2016Transamerica Financial Advisors, LLCPreviously
Contact Brian
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Brian. 1089 Jordan Creek Parkway Suite 190West Des Moines, IA 50266Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Osaic Wealth at (800) 821-5100 and ask for Brian Samuelson. Brian works from the West Des Moines, IA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1993, about 34 years. Top 10% by experience in Iowa.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in West Des Moines
UBS Financial Services
47yrs
Top 1% by experience in West Des Moines
LPL Financial
46yrs
Top 1% by experience in Iowa
Primerica Advisors
46yrs
Top 1% by experience in Iowa
LPL Financial
45yrs
Top 1% by experience at LPL Financial