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Our History

Business partners, Roland Brecek & Hal Young, began in the financial services field as moonlighting educators. We worked, naturally, with 403(b)s and made substantially more money in our part-time jobs than we did in education. Eventually, we went full-time into financial services.

Brecek & Young began life as another financial firm's  largest office of supervisory jurisdiction (OSJ) in the U.S. In 1996, through a contractual arrangement, the office formed its own Broker-Dealer and started out with 75 Advisors. We've grown substantially since.

Our acquisition of a securities firm in Cincinnati in March 2001 helped us gain key market niches. There was also an inherited "orientation toward working with tax professionals." The two cultures have come together well, paving the way for future growth.

There are three reasons, Roland says, why people leave their old Broker-Dealers and come to Brecek & Young. The first is "an unfriendly compliance department." Second is Advisors' business that is not processed correctly at their current firms, and the third is not getting paid correctly. At Brecek & Young we feel we do everything correctly and we have a friendlier approach. From a friendlier atmosphere, to e-mail confirmations of transactions, to paying Advisors correctly, Brecek & Young takes whatever steps it can to make sure that its Advisors stay content. "I think that if you treat Advisors correctly and fairly," says Roland, "they won't want to leave." And that's why we've won the Broker-Dealer of the Year award five times - 1999, 2000, 2001, 2005 and just recently again for 2007.