Bronwyn Mirretti
Bronwyn Mirretti is a CFP-designated registered investment advisor at Mirretti Perryman Wealth Strategies, LLC, based in Skokie, IL, with 24 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 178 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mirretti Perryman Wealth Strategies (MPWS) offers investment management as part of a wrap fee program, where brokerage commissions and transaction costs are included in one asset-based fee. MPWS also uses a third-party platform to manage held-away assets such as defined contribution plan participant accounts, with discretion.
Location
4711 W Golf Road, Suite 402, Skokie, IL, 60076
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bronwyn is an independent insurance agent and a school board member since 2018. Serving on the school board takes a few hours per week, with minimal time during securities trading hours, and is not investment related.
Employment History
Current Registrations
Mirretti Perryman Wealth Strategies, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations2 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.