Brien Lasse has been Managing Member of LifeGuide Financial Advisors since January 2024, is a control person of the firm and directly owns between 5% and 10% of it. Brien Lasse holds a Bachelor of Science in Business Administration from the University of Connecticut.
Lifeguide Financial Advisors, LLC is a Mechanicsburg, PA firm with $563M under management, 778 clients and 16 advisers across 3 offices, as of its September 2026 filing.
Brien Lasse is a Partner and Financial Advisor of LifeGuide Financial Advisors. He serves on the firm's leadership team and oversees its technology strategy. Before financial planning, he spent eight years as a Consultant and Systems Analyst for organizations including GE Capital and the United Nations.
Brien Lasse’s longest registration is the current one, 6 years at LifeGuide Financial Advisors since 2020. Before joining LifeGuide Financial Advisors in 2020, Brien Lasse was registered through Raymond James Financial Services Advisors, Inc and Ameriprise Financial Services, Inc.
- – present · 6 yearsMechanicsburg, PA · Adviser representative · Firm CRD 284842
- Raymond James Financial Services Advisors, Inc– · 5 yearsDanbury, CT · Adviser representative · Firm CRD 149018
- Ameriprise Financial Services, Inc.– · 2 yearsOxford, CT · Adviser representative · Firm CRD 6363
- American Express Financial Advisors, Inc.– · 1 yearWoodbridge, CT · Adviser representative · Firm CRD 6363
Professional designations
Listed by LifeGuide Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Registered Life Planner® (RLP®)
- Certified Kingdom Advisor® (CKA®)
Investment adviser representative registrations
Brien Lasse is registered as an investment adviser representative in Pennsylvania, since September 2020.
- PennsylvaniaSince 8 September 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 January 2004 |
| Series 55 | Limited Representative-Equity Trader Exam | 22 February 2002 |
| Series 7 | General Securities Representative Examination | 1 February 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Representative Examination
- Full name
- Brien Jon Lasse
- CRD
- 4492498
- Firm
- LifeGuide Financial Advisors · CRD 284842
- Role
- Managing Member
- Office
- 400 W MAIN ST., Mechanicsburg, PA 17055
- Registration
- Investment adviser registration
- In the industry since
- January 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeguidefa.com
Where does Brien Lasse work?
Brien Lasse has been Managing Member of Lifeguide Financial Advisors, LLC since January 2024, and is a control person of the firm.
Is Brien Lasse a financial advisor?
Yes. Brien Lasse has a current investment-adviser registration in Pennsylvania, through LifeGuide Financial Advisors since September 2020.
How many years of experience does Brien Lasse have?
Brien Lasse has 19 years in the financial industry, since January 2007, across 3 adviser firms.
What exams has Brien Lasse passed?
Brien Lasse has passed 3 licensing exams: the Series 7, Series 55 and Series 66. The earliest, the Series 7, was passed in February 2002. FINRA credited Brien Lasse with the SIE, which began in October 2018.
Where did Brien Lasse work before LifeGuide Financial Advisors?
Before LifeGuide Financial Advisors, Brien Lasse was registered through Raymond James Financial Services Advisors, Inc, October 2013 to November 2018; Ameriprise Financial Services, Inc., January 2009 to October 2011; American Express Financial Advisors, Inc., January 2004 to June 2005.
Where is Brien Lasse based?
Brien Lasse’s registered office is in Mechanicsburg, PA.
Is Brien Lasse registered with FINRA?
No. Brien Lasse has no current broker registration.
Is Brien Lasse a CFP?
LifeGuide Financial Advisors lists Brien Lasse with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Brien Lasse’s record?
Search CRD 4492498 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brien Lasse’s full registration record.