Broker Check

Bryan Alsbury


Bryan Alsbury, AAMS®

Registered Representative &
Investment Adviser Representative of Lincoln Investment Planning, LLC.

I enjoy helping individuals understand and implement sound financial decisions to meet their financial goals. I firmly believe in ethical practices and as an independent financial representative I am glad to give non biased and transparent advice on your current financial situation.

 

As a CFP®professional, I can work one-on-one with you to understand your short and long term goals. I can then design and help you implement a financial plan that is tailored to your needs. Open communication and consistent portfolio reviews are foundational to a strong financial plan.

 

I grew up in Washington and attended the University of Iowa where I received a BA in Finance. I have worked as a financial representative since 2012 and hold FINRA Series 7, 63, and 65 securities registrations as well as life and health insurance licenses. I enjoy playing music in my spare time and live in the Beacon Hill area of Seattle with my wife Lisagrace and daughter Cornelia.

 

Services Offered

 

  • Comprehensive Financial Planning
  • Asset Management Services
  • ESG Socially Responsible Investing
  • Tax Favored Investments
  • Investment Portfolio Analysis
  • Projection of State Retirement Benefits
  • Retirement Income Analysis
  • Life Insurance Analysis
  • College Funding Plans