Bryan Schon
Bryan Schon is a registered investment advisor at Wells Fargo Advisors, based in Birmingham, MI, with 24 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
255 E Brown St Ste 400, Birmingham, MI, 48009
Get directionsHistory
Regulatory History (5)
Customer Dispute
December 2017Customer Dispute
August 2011Customer Dispute
April 2009Customer Dispute
February 2009Customer Dispute
October 2008Other Business Activities
Bryan has 100% ownership in four LLCs (Schon Flint, Schon Detroit, Schon Saginaw, and Schon Monroe) for passive real estate ownership. These activities require minimal time commitment.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
UBS Financial Services INC.Broker
State Registrations27 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
More Advisors
- Patrick BuschmohleWells Fargo Advisors
- Eric MetzgerWells Fargo Advisors
- Jonathan Citrin, CFPWells Fargo Advisors
- Craig PasiniWells Fargo Advisors
- Frank GriffoWells Fargo Advisors
- Joshua RigaWells Fargo Advisors