BP
BP
Bryan Petry
22 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
280 clients
Average Client Portfolio
$829K average
Assets Under Management
$232.1M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged for investment management will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1010 Jorie Blvd, Suite 144, Oak Brook, IL, 60523
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
April 2022Other Business ActivitiesSells Insurance
Bryan works as a Wealth Manager for Stonebridge Wealth Management, LLC, dedicating his full time to this role. His duties include registered representative activities and insurance/investment sales.
Employment History
Current Registrations
Apw Capital, INC.Broker
November 2017 - Present · 8 yrs 4 mos
Stonebridge Wealth Management LLC
November 2017 - Present · 8 yrs 4 mos
Previous Registrations
Securian Financial Services, INC.
April 2003 - November 2017 · 14 yrs 7 mos
Securian Financial Services, INC.Broker
February 2003 - November 2017 · 14 yrs 9 mos
State Registrations4 states
ILTXVAWA
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.