BB
BB

Bryan P Boll

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingDivorce PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
8,964 clients
Average Client Portfolio
$440K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$5K
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Location

5251 DTC Pkwy, Ste 1045, Greenwood Village, CO, 80111

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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 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
April 2024 - Present · 1 yr 10 mos
LPL Financial LLC
October 2023 - Present · 2 yrs 4 mos
LPL Financial LLCBroker
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Traction Financial Partners
November 2023 - April 2024 · 5 mos
Brighthouse Securities, LLCBroker
March 2017 - October 2023 · 6 yrs 7 mos
Metlife Investors Distribution CompanyBroker
February 2016 - March 2017 · 1 yr 1 mo
Jackson National Life Distributors LLCBroker
June 2004 - February 2016 · 11 yrs 8 mos
State Registrations25 states
ALAZCACOFLGAHIILKSMDMIMNMOMTNCNMNVOHORSCSDTXUTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.