Bryan
Boll

Western Wealth Management LLC

CRD#4808213
Investment Advisor
in Littleton, CO

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About this Advisor

Bryan Boll is a financial advisor based in Littleton, Colorado, working with Western Wealth Management LLC. Bryan has previously held positions at Jackson National Life Distributors, Metlife Investors Dist Co, Brighthouse Securities, LLC, Lpl Financial LLC, Traction Financial Partners, and Western Wealth Management, LLC. Bryan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Bryan is part of Western Wealth Management LLC, which operates out of Littleton, Colorado. The firm has 40 offices and 112 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Western Wealth Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2679 W. Main St Suite 355
Littleton, CO 80120

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Western Wealth Management LLC Brokerage Details

Total Assets Under Management

$3,250,103,126

CO Average: $2,349,664,866
Total Number of Employees

112

CO Average: 28
Total Number of Accounts

13,833

CO Average: 1,101
Average Account Size

$234,953

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bryan Boll Work History

2023 - Present (2 years)

Lpl Financial LLC

2016 - Present (9 years)

Western Wealth Management, LLC

2023 - 2024 (1 year)

Traction Financial Partners

2017 - 2023 (6 years)

Brighthouse Securities, LLC

2016 - 2017 (1 year)

Metlife Investors Dist Co

2006 - 2016 (10 years)

Jackson National Life Distributors

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Disclosures

Please visit the SEC profile of Bryan Boll to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Western Wealth Management LLC

Rebecca Ruane
Johnstown, CO
Krista Kirby
Conifer, CO
Christopher Eaton
Golden, CO
Lynn Gill
Golden, CO
David Connelly
Englewood, CO
Michael Schumar
Denver, CO
Richard Murphy
Englewood, CO
Amy Bouchie
Evansville, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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