Alan Brilliant has been Managing Member/Shareholder of Morman, Kaplan, Brilliant and Fransko since June 2016, is a control person of the firm and directly owns between 25% and 50% of it. Alan Brilliant holds a BA in Criminology and Sociology from the University of Florida.
Morman, Kaplan, Brilliant and Fransko, LLC is an Ann Arbor, MI firm with $163M under management, 353 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Alan Brilliant is Principal & Managing Partner of Four Financial Management, based in Ann Arbor. He brings 21 years of experience helping clients navigate the financial markets. He spends the majority of his time sharing his vision of how the firm may help families develop a comprehensive plan to accomplish their life goals.
Alan Brilliant’s longest registration is the current one, 9 years at Morman, Kaplan, Brilliant and Fransko since 2016. Before joining Morman, Kaplan, Brilliant and Fransko in 2016, Alan Brilliant was registered through LPL Financial LLC.
- Four Financial ManagementCurrent– present · 9 yearsAnn Arbor, MI · Adviser representative · Firm CRD 284251
- ProvizrAlso current– present · 9 yearsAnn Arbor, MI · Adviser representative · Firm CRD 284252
- LPL Financial LLC– · 6 yearsAnn Arbor, MI · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Alan Brilliant is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in October 2016.
- MichiganSince 25 October 2016
- TexasResidentSince 25 October 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 6 April 2010 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 29 May 2003 |
| Series 7 | General Securities Representative Examination | 19 July 1999 |
| Series 52 | Municipal Securities Representative Examination | 19 April 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 March 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Representative Examination
- Name
- Municipal Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Alan Jason Brilliant
- CRD
- 3191515
- Firm
- Morman, Kaplan, Brilliant and Fransko · CRD 284251
- Role
- Managing Member/Shareholder
- Office
- 777 E. EISENHOWER PKWY, SUITE 740, Ann Arbor, MI 48108
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- fourfinancial.com
Where does Alan Brilliant work?
Alan Brilliant has been Managing Member/Shareholder of Morman, Kaplan, Brilliant and Fransko, LLC since June 2016, and is a control person of the firm.
Is Alan Brilliant a financial advisor?
Yes. Alan Brilliant has a current investment-adviser registration in Michigan and Texas, through Morman, Kaplan, Brilliant and Fransko since October 2016.
How many years of experience does Alan Brilliant have?
Alan Brilliant has 27 years in the financial industry, since April 1999, across 3 adviser firms.
What exams has Alan Brilliant passed?
Alan Brilliant has passed 5 licensing exams: the Series 63, Series 52, Series 7, Series 9 and Series 65. The earliest, the Series 63, was passed in March 1999. FINRA credited Alan Brilliant with the SIE, which began in October 2018.
Where is Alan Brilliant based?
Alan Brilliant’s registered office is in Ann Arbor, MI.
Is Alan Brilliant registered with FINRA?
Yes. Alan Brilliant has a current broker registration, under CRD 3191515.
Source: FINRA BrokerCheck
How can I verify Alan Brilliant’s record?
Search CRD 3191515 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Alan Brilliant’s full registration record.
