Bryan Grisak is a CFP, ChFC-designated registered investment advisor, based in Blue Ash, OH, with 26 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
4901 Hunt Rd, Suite 201, Blue Ash, OH, 45242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bryan is involved with The Grisak Team LLC for tax/investment purposes, spending a few hours per week. He also operates under the DBA Wealth Enhancement Group for his LPL business and provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations28 states
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
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