A Reputation you can trust.
High-quality investment advisory services should be available to all individuals and companies that need it. The fees should also be fair and reasonable for the services provided. At Venture Pacific Financial Services our only goal is to provide the best products and services to each of the individuals and businesses we serve. Our dedicated advisory team is focused on protecting and growing individual wealth as well as offering fiduciary guidance for company retirement plans. Our careful discovery process will uncover the best course of action to achieve the desired outcomes for the individuals and businesses we serve.
Brian Brummell, AIF
With over 20 years of experience in the Investment services industry, Brian Brummell serves as Managing Director of Corporate Retirement Services at Venture Pacific Financial Services, LLC. Brian primarily focuses on delivering Retirement Plan Consulting services to small and medium sized corporations and non-profits. The divisions services include Plan Design Enhancements, Fiduciary guidance, Investment Due Diligence, Customized Education and Individual Wealth Management.
Prior to joining VPFS, Brian was a Vice President, Advisor Consultant for Nuveen Investments, an affiliated Division of TIAA Global Asset Management. For 16 years, he consulted with individual investment and Corporate Retirement focused Advisors on a wide range of investment products. He spent the last six years building and growing Nuveen/TIAA’s Retirement Plan division to $2.5 billion in AUM. In this role, he consulted with the top Retirement plan advisory teams on the west coast on investment products and retirement plan efficiencies. In addition to his external consulting roles, he also managed an inside sales team of approximately 50 sales reps.
Prior to Nuveen, Brian was a Financial Advisor for First Union Securities.
Mr. Brummell received his BS degree from Bradley University, with a concentration in Marketing and Finance. In addition he has the following professional credentials: General Securities Representative (Series 7), Investment Advisor (Series 65), Uniform State Law (Series 63), General Securities Principal (Series 24). He also holds an AIF ® (Accredited Investment Fiduciary) designation.