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Bryan Ittersagen

23 Years of Experience
Wheaton, IL
Broker

Bryan Ittersagen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wheaton, IL, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

620 W. Roosevelt, B-2, Wheaton, IL, 60189

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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 is the owner of Ittersagen Financial Services, dedicating minimal time to this role as an advisor. He also acts as a landlord for rental real estate, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
August 2007 - Present · 18 yrs 9 mos
Previous Registrations
Raymond James Financial Services
August 2007 - January 2009 · 1 yr 5 mos
Edward Jones
February 2007 - August 2007 · 6 mos
Edward JonesBroker
August 2002 - August 2007 · 5 yrs
State Registrations18 states
AZCACODEFLGAIAILINMIMONJOKORTNTXWIWV
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 Ittersagen - Financial Advisor | TrueAdvisor