Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
3yrs
Based in Overland Park, Kansas, Brian Lore is a fiduciary financial advisor with 3 years of industry experience. Brian has been with Principal Securities since 2025. Principal Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2512 advisors with offices in Overland Park, and one of 2253 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office11101 Switzer Rd Suite 100, Overland Park, KS 66210
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,050
Advisors at the firm1,465
States licensed ?1 state
Services through Principal Securities
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
- May 2025 – nowPrincipal Securities, Inc.Current firm
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 Principal Securities at 888-774-6267 and ask for Brian Lore. Brian works from the Overland Park, KS office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2023, about 3 years. 3 years in the industry.
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?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other 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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