Bryan Boll
Bryan Boll is a registered investment advisor at Western Wealth Management LLC, based in Greenwood Village, CO, with 22 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 Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 11,253 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual fee for comprehensive portfolio management will not exceed 3.0% of assets under management. Alternatively, a flat fee not to exceed 2.5% or a negotiated flat rate may apply. Fees are negotiable.
Fee Estimator
Location
5251 DTC Pkwy, Ste 1045, Greenwood Village, CO, 80111
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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
Bryan owns a timeshare rental property and Samwise Investments LLC for tax/investment purposes. He also works with Quo Vadis Financial Partners and Western Wealth Management LLC, providing investment advisory services, dedicating a significant amount of time to these activities. Bryan also works as a financial advisor selling non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Traction Financial Partners
Brighthouse Securities, LLCBroker
Metlife Investors Distribution CompanyBroker
Jackson National Life Distributors LLCBroker
State Registrations25 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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