LPL Financial
47yrs
Top advisor by experience in San Diego
22yrs
Brian Wilverding
Full name on record: Brian Edward Wilverding
Financial advisor at Ameriprise Financial Services
Brian Wilverding is a fiduciary financial advisor in San Diego, California, with 22 years in the industry. Brian joined Ameriprise Financial Services in 2004, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 66% of advisors nationwide
Office4655 Executive Dr Suite 300, San Diego, CA 92121
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
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.
Series 66Uniform Combined State Law Examination
Career
- 2004 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Brian
Local office(858) 535-1331Ask for Brian. (612) 671-3131Main office · Minneapolis, MN 4655 Executive Dr Suite 300San Diego, CA 92121Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- 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
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About Brian
How do I contact Brian?
Call Brian’s local office at (858) 535-1331 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Brian Wilverding.
How long has Brian been a financial advisor?
Brian has been in the industry since 2004, about 22 years. More experience than 66% of advisors nationwide.
What licenses does Brian hold?
Series 66. 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?
Ameriprise Financial Services 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.
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