Brian Long in

Brian Long

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Financial Advisor at Ameriprise Financial Services, LLC at Bespoke Wealth Advisory Group
📍 Lancaster, Ohio, United States

Brian Long is a Private Wealth Advisor with Bespoke Wealth Advisory Group, a practice of Ameriprise Financial. He holds numerous certifications, including CPA, CEPA, and PFS, and focuses on creating personalized financial plans for individuals and business owners. He is a graduate of The Ohio State University Fisher College of Business.

Outside of work, Brian enjoys cheering for Ohio State football, running, and working out to stay active. He also spends time with friends, enjoys bourbon, and recently completed a personal backyard greenhouse project, suggesting an interest in gardening or DIY activities.

He recently finished building a greenhouse in his own backyard.

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Experience
17 Years
Current Role
Financial Advisor at Ameriprise Financial Services, LLC
Location
Lancaster, Ohio, United States
Personality Overview

How Brian shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brian cares about

Business Exit Strategy
He is a Certified Exit Planning Advisor (CEPA), specializing in preparing business owners for the transition out of their companies.
Estate Planning
He has authored articles on the importance of bespoke estate planning to protect loved ones and reduce future uncertainty.
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Career

Work history

1-2009
Financial Advisor at Ameriprise Financial Services, LLC
Bespoke Wealth Advisory Group
In the press

Media appearances

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Education
1986 - 1989
BSBA
The Ohio State University Fisher College of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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