Brian Perkins has been Owner/Managing Member/CCO of CDP Financial Group since January 2020, is a control person of the firm and directly owns 75% or more of it. Brian Perkins studied Leeds School of Business at the University of Colorado.
CDP Financial Group, LLC is a Littleton, CO firm with $100M under management, 110 clients and 2 advisers in one office, as of its March 2026 filing.
Brian Perkins is Owner and Principal of CDP Financial Group, LLC. Perkins became licensed and joined MCL Financial Group in 2007, which led to his becoming part of CDP Financial Group. His focus areas are Modern Portfolio Theory, mutual funds, ETFs, asset allocation and portfolio construction.
Brian Perkins’ longest registration is the current one, 9 years at CDP Financial Group since 2016. Before joining CDP Financial Group in 2016, Brian Perkins was registered through Colorado Financial Service Corporation and MCL Financial Group, Inc.
- CDP Financial Group, LLCCurrent– present · 9 yearsLittleton, CO · Adviser representative · Firm CRD 155725
- Colorado Financial Service Corporation– · 3 yearsCentennial, CO · Adviser representative · Firm CRD 104343
- MCL Financial Group, Inc.– · 1 yearLittleton, CO · Adviser representative · Firm CRD 41180
Professional designations
Listed by CDP Financial Group
- Certified Fund Specialist (CFS)
Investment adviser representative registrations
Brian Perkins is registered as an investment adviser representative in Colorado, since November 2016.
- ColoradoSince 3 November 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 November 2016 |
| Series 7 | General Securities Representative Examination | 13 October 2016 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 May 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brian Joseph Perkins
- CRD
- 5630932
- Firm
- CDP Financial Group · CRD 155725
- Role
- Owner/Managing Member/CCO
- Office
- 26 W. DRY CREEK CIRCLE, SUITE 460, Littleton, CO 80120
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- cdpfinancial.com
Where does Brian Perkins work?
Brian Perkins has been Owner/Managing Member/CCO of CDP Financial Group, LLC since January 2020, and is a control person of the firm.
Is Brian Perkins a financial advisor?
Yes. Brian Perkins has a current investment-adviser registration in Colorado, through CDP Financial Group since November 2016.
How many years of experience does Brian Perkins have?
Brian Perkins has 11 years in the financial industry, since November 2014, across 3 adviser firms.
What exams has Brian Perkins passed?
Brian Perkins has passed 3 licensing exams: the Series 65, Series 7 and Series 66. The earliest, the Series 65, was passed in May 2009. FINRA credited Brian Perkins with the SIE, which began in October 2018.
Where did Brian Perkins work before CDP Financial Group?
Before CDP Financial Group, Brian Perkins was registered through MCL Financial Group, Inc., May 2009 to December 2010.
Where is Brian Perkins based?
Brian Perkins’ registered office is in Littleton, CO.
Is Brian Perkins registered with FINRA?
Yes. Brian Perkins has a current broker registration, under CRD 5630932.
Source: FINRA BrokerCheck
How can I verify Brian Perkins’ record?
Search CRD 5630932 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brian Perkins’ full registration record.