Brian P. Sauser, CFP®

Founder / Financial Advisor

Brian established Sauser Financial, LLC in 1999 with the purpose of providing his clients with the clarity and direction needed to identify and pursue their best financial opportunities. This purpose, along with his Legacy Wealth Management planning process, sets him apart from other advisors. Brian is also one of a limited number of financial advisors nationwide certified to offer the Macro Asset Perspective process.  

Brian holds the highly-regarded accredited CERTIFIED FINANCIAL PLANNER™ (CFP®) designation; and has built a reputation as one of the premier financial advisors in the Midwest. Brian's primary focus is in the areas of investment management, retirement income and risk management planning.

Brian and his wife, Karena, have 3 sons and reside in Dubuque, Iowa. And, his principles to a rewarding and successful life are family, assess your responsibilities and help others succeed.


Board Memberships and Affiliations:

  • The Coaching Series - an exclusive group of business succession and estate planning advisors
  • Million Dollar Round Table*
  • National Association of Insurance and Financial Advisors
  • Tri-State Estate Planning Council

 

*Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.

Phone 563.564.5155
Fax 866.625.5462