Brian Runkles
![]() | CFP® Financial Advisor |
(301) 360-9840
30 W Patrick St
Ste 501
Frederick, MD 21701
My Philosophy
I possess the experience and qualifications to help you reach your financial goals.
We live in a fast-paced, constantly changing world. One of my responsibilities is to help my clients maintain their financial focus, so that they can achieve the things that are important to them and their families. My staff and I work diligently to provide our clients with a high level of quality in financial planning, advice and service.
Qualifications
- Certified Financial Planner
- Minnesota State University - B.S. Finance, Concentration in Financial Planning
- Frederick Magazine, "People to Watch"
Professional Associations
- Rotary Club of Frederick
Interests
- I enjoy traveling to other countries and golfing.
Community Participation
- Delaplaine Visual Arts Center, Board of Directors
- Department of Aging, Meals on Wheels Volunteer
- Frederick Men's Cotillion
- Rebuilding Together
- Rotary Club of Frederick, Board of Directors
- Weinberg Center for the Arts, Board of DIrectors
- Weinberg Center Capital Campaign, Chairman
License information
I am licensed and registered to conduct business in MD.
Based on licenses and registrations I hold, I may also conduct certain business in AL, CT, AZ, CA, DC, DE, FL, IA, NC, NY, PA, TX, VA, WV, WY, NJ, CO
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
- Employee Stock Options
- General Financial Planning
- Income Tax Planning Strategies
- Investment Advice
- Retirement Planning Strategies
- Protection and Insurance
- Estate Planning Strategies
- Small Business


