LPL Financial
30yrs
Top advisor by experience in Lake Wales
6yrs
Based in Lake Wales, Florida, Brian Settle is a fiduciary financial advisor with 6 years of industry experience. Brian joined Edward Jones in 2026, after five years at TD Private Client Wealth. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 16 advisors with offices in Lake Wales, and one of 16 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office2800 Ridge Way Suite C, Lake Wales, FL 33859
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- Feb 2026 – nowEdward JonesCurrent firm
- 2020 – 2026TD Private Client Wealth LLCPreviously
Contact Brian
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Brian. 2800 Ridge Way Suite CLake Wales, FL 33859Office · Get directions
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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 Edward Jones at (314) 515-2000 and ask for Brian Settle. Brian works from the Lake Wales, FL office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2020, about 6 years. 6 years in the industry.
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?
Edward Jones reports being paid by a percentage of the assets they manage, 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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