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Advisors / Colorado / Loveland
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Brian Read

Financial advisor at RPC Wealth

Brian Read is a fiduciary financial advisor in Loveland, Colorado, registered since Jan 2026. Brian joined RPC Wealth in 2026, a firm offering financial planning, selecting outside investment managers, and educational workshops. The firm is paid through a percentage of assets.

One of 148 advisors with offices in Loveland, and one of 138 fiduciaries.

Loveland, CO 80537Fiduciary advisor
Call the officeDirections

At a glance

ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
Office700 W. Eisenhower Blvd Suite 130, Loveland, CO 80537
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$310,757
Advisors at the firm4
States licensed ?1 state

Services through RPC Wealth

Financial planningChoosing 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.

Series 65Uniform Investment Adviser Law Examination

Career

  1. Apr 2026 – now
    RPC Wealth, LLCCurrent firm

Questions to ask Brian

Tailored to Brian’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 RPC Wealth at (970) 663-3211 and ask for Brian Read. Brian works from the Loveland, CO office.

How long has Brian been a financial advisor?

Brian is new to the profession, registered since Jan 2026, and holds 1 license.

What licenses does Brian hold?

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?

RPC Wealth reports being paid by a percentage of the assets they manage, 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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