Retirement Planning Services
Brickler Investment Services, Inc.
About
Overview
Brickler Investment Services, Inc.
7031 Corporate Way Ste 100
Dayton, OH 45459-4262
BBB Accredited Since: 10/1/1997
Years in Business: 46
BBB Accreditation & Rating
About This Business
Products and Services
Business Details
- Local BBB:
- BBB of Dayton and Miami Valley
- BBB File Opened:
- 5/18/1990
- Business Started:
- 5/1/1979
- Business Incorporated:
- 1/1/2003
- Type of Entity:
- Corporation
- Business Management:
- Mr. Shawn Brickler, CFP, EA, President
Additional Contact Information
- Principal Contacts
- Mr. Shawn Brickler, CFP, EA, President
- Customer Contacts
- Mr. Jack Brickler, Owner/CLU
- Mr. Shawn Brickler, CFP, EA, President
- Fax numbers
- Primary Fax: (937) 439-6300
- Additional Phone Numbers
- Other Phone: (888) 439-1232
- Additional Email Addresses
- Primary: Email this Business
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of 57403 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 2/28/2026.
Ohio Department of Insurance
50 W Town St, Ste 300
Columbus OH 43215
Additional Information
- Other Resources
- Department of Financial Institutions
77 S High St 21ST Fl
Columbus OH 43215
Phone Number: (614) 728-8400
www.com.state.oh.us/ODOC/dfi/ - Division of Securities
77 S High St 22nd Fl
Columbus OH 43215
Phone Number: (614) 644-7381
www.securities.state.oh.us/ - Financial Industry Regulatory Authority
1735 K Street
Washington DC 20006
Phone Number: (301) 590-6500 - Ohio Department of Insurance
50 W Town St, Ste 300
Columbus OH 43215
Phone Number: (800) 686-1526
https://gateway.insurance.ohio.gov/UI/ODI.Agent.Public.UI/AgentSearch.mvc/DisplaySearch - Securities and Exchange Commission (SEC)
450 Fifth Street, N.W.
Washington DC 20549
Phone Number: (202) 942-7040
More Resources
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