Brian Shulstad
Independent Consultant | Helping Financial Advisors Transition Firms or Sell Their Practice | Unbiased Guidance. Strategic Results. (770) 715-7140
- Role
- Managing Director at Bridgemark Strategies
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Brian Shulstad
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Experience
Managing Director
Jun 2023 — Present · Atlanta, GA, US
When financial advisors face career-defining decisions, I provide the strategic insight and independence they need. From confidential conversations to tailored solutions, I help uncover what’s possible—and negotiate what’s often overlooked. With 30+ years of experience, I guide advisors toward transitions that truly fit their goals and vision.Call or Text:(77••••••40Email: b••••@bridgemarkstrategies.comSchedule a Meeting: https://calendly.com/brianshul
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA), Finance
1990 — 1994
Skills
- Recruiting
- Management
- Series 9
- Series 10
- Series 7
- Mutual Funds
- Investment Advisory
- Wealth Management
- Asset Allocation
- Retirement Planning
- Retirement
- Securities
- 401k
- Bonds
- Alternative Investments
- Investment Strategies
- Finra
- Insurance
- Financial Services
- Investments
- Financial Advisory
- Finance
- Business Development
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