BK
CFP
BK
CFP

Bryan Kissling

44 Years of Experience
Westlake, OH
3 DisclosuresBroker

Bryan Kissling is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Westlake, OH, with 44 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

226 Crocker Park Blvd Ste 200, Westlake, OH, 44145

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2015
Denied
Customer Dispute
January 2009
Denied
Customer Dispute
June 2002
Denied
Other Business Activities

Bryan serves as trustee for his mother's and deceased father's trusts since 2008. These investment-related activities require minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
May 2003 - Present · 23 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
September 1990 - Present · 36 yrs 1 mo
Wells Fargo Clearing Services, LLC
September 1990 - Present · 36 yrs 1 mo
Previous Registrations
Prescott, Ball & Turben, INC.Broker
April 1982 - September 1990 · 8 yrs 5 mos
State Registrations23 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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