Brian W. Dudes
Investment Adviser Representative
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Brian works directly with clients on portfolio construction, retirement planning, 401(k) and IRA rollovers, and tax-aware strategies. He focuses on clear communication and helping clients understand the reasoning behind their plan.
Education
Bloomsburg University — Bachelor of Science in Business Administration, Finance (2014)
Examinations
Series 65 — Uniform Investment Adviser Law Examination
Business Experience
- Pleasantdale Wealth Management, LLC — Investment Adviser Representative (2021–Present); Assistant (2019–Present)
- American Portfolios Financial Services, Inc. — Assistant (2014–2019)
CRD # 6416487
Additional disclosures are available in the firm’s Form ADV Part 2B via the SEC’s IAPD website.