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Brian Lee Thorkelson

Investment Adviser Representative at Prosperity - AN Eisneramper Company

Minneapolis, MNCRD #4336809Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brian Lee Thorkelson is an investment adviser representative with Prosperity - AN Eisneramper Company in Minneapolis, MN, where they have been registered since 2023. They have worked in the securities industry since 2010 and have been registered with 4 firms, including Advisornet Wealth Partners and Cetera Advisor Networks LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Minnesota and Texas.

Office

2501 Wayzata Blvd
Minneapolis, MN 55405

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Minnesota, Texas
Broker:
2 states and territories

Florida, Minnesota

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/14/2014
Series 63
Uniform Securities Agent State Law Examination
Passed 10/12/2010
Series 66
Uniform Combined State Law Examination
Passed 5/29/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/28/2010

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Prosperity - AN Eisneramper CompanyCurrent
8/30/2023 – Minneapolis, MN
DAI Securities, LLCCurrent
5/1/2019 – Minneapolis, MN
Advisornet Wealth Partners
11/21/2016 – 8/24/2023Minneapolis, MN
Cetera Advisor Networks LLC
11/11/2016 – 12/31/2018Minneapolis, MN
Triad Hybrid Solutions, LLC
12/16/2014 – 11/11/2016Minneapolis, MN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Triad Advisors, Inc.
    Dec 2014 – Nov 2016Norcross, GA
  2. Triad Hybrid Solutions, LLC
    Dec 2014 – Nov 2016Norcross, GA
  3. Lurie Wealth Advisors
    Sep 2014 – Jul 2023Minneapolis, MN
  4. Cetera Advisor Networks LLC
    Oct 2016 – Dec 2018El Segundo, CA
  5. AdvisorNet Wealth Management
    Nov 2016 – Jul 2023Minneapolis, MN
  6. DAI Securities, LLC
    May 2019 – no end date reportedMinneapolis, MN
  7. Prosperity - AN Eisneramper Company
    Jul 2023 – no end date reportedMinneapolis, MN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Prosperity - AN Eisneramper Company

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment Management, Financial Planning, Estate Planning Guidance, Charitable Giving Strategies, Divorce Planning, Risk Management, 1031 Exchanges with Delaware Statutory Trusts, and Retirement Plan Solutions for businesses.

Investment ManagementFinancial PlanningEstate PlanningCharitable GivingDivorce PlanningCash Flow PlanningRisk Management
Firm areas of expertise
Wealth ManagementInvestment ManagementFinancial PlanningEstate PlanningTax-efficient PlanningCharitable GivingDivorce PlanningRisk Management1031 ExchangesDelaware Statutory TrustsRetirement Plan Solutions+3 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
62
Offices listed on AdvisorFinder:
9
Main office:
Owings Mills, MD
SEC file number:
801-96321

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 28, 2026

View full firm profile

Other advisors at Prosperity - AN Eisneramper Company

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Lee Thorkelson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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