Brian Thorkelson
Brian Thorkelson is a Chief Market Strategist at Prosperity with over three decades of experience working with high-net-worth clients to align portfolio strategy with their long-term financial goals. In this role, Brian brings a deep understanding of security selection, fundamental analysis, and portfolio theory. He helps clients generate returns while managing risk and navigating the investment complexities that come with wealth transfer planning and trust account administration.
Brian has held senior positions as a bond trader, equity analyst, and mutual fund portfolio manager. Prior to his current role, he was the Chief Investment Officer for Lurie Wealth Advisors, LLC, where he applied his experience in working with equities, fixed income, and alternative asset classes to develop comprehensive investment strategies for his clients.
Contact Brian
Contact
2501 Wayzata Boulevard
Minneapolis, MN 55405
Credentials & Education
- FINRA Series 7, 63 & 65
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Gustavus Adolphus College: BA, Computer Science
Affiliations
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CFA® Institute
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CFA® Society of Minnesota