BP
BP

Bryan Pieper

27 Years of Experience
Louisville, CO
Broker

Bryan Pieper is a registered investment advisor at Wells Fargo Advisors, based in Louisville, CO, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

801 Main St, Ste 300, Louisville, CO, 80027

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bryan has several investment-related business activities, including ownership in P&S Enterprises LLC, State Mercantile LLC, Trailhead Wealth Management LLC, Casita Sunrise LLC, TWM Legacy Partners LLC, and TWM DE Holdings LLC. He also serves as a trustee for the Finet Practice 401k plan, and dedicates nearly full-time hours to Trailhead Wealth Management LLC and TWM Legacy Partners LLC.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2012 - Present · 13 yrs 6 mos
Wells Fargo Advisors
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Morgan Stanley
June 2009 - November 2012 · 3 yrs 5 mos
Morgan StanleyBroker
June 2009 - November 2012 · 3 yrs 5 mos
Citigroup Global Markets INC.Broker
July 2005 - June 2009 · 3 yrs 11 mos
Citigroup Global Markets INC.
July 2005 - June 2009 · 3 yrs 11 mos
Banc One Securities Corporation
May 2001 - August 2005 · 4 yrs 3 mos
Banc One Securities CorporationBroker
April 1998 - August 2005 · 7 yrs 4 mos
State Registrations48 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.
Bryan Pieper - Financial Advisor | TrueAdvisor