Brian
Fritzsche
Moller Financial Services
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About this Advisor
Brian Fritzsche is a certified financial planner and chartered financial analyst based in Winnetka, Illinois who has 5 years of relevant experience. Fritzsche works at Moller Financial Services. During their career, Fritzsche has held roles at Moller Financial Services and Drw Trading. Fritzsche is registered to work in Illinois. Moller Financial Services is a business based in Winnetka, IL. The firm has a total of seven advisors. It has $502 million in assets between its 1,100 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 1,100 accounts, 48% are associated with high-net-worth clients who have at least $1 million in investable assets. Moller Financial Services performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically vary depending on the type of services provided. However, fees charged by Moller Financial Services most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Moller Financial Services Brokerage Details
$501,571,674
7
1,100
$455,974
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brian Fritzsche Work History
Brian has been registered as a financial advisor for 5 years.*
Moller Financial Services
Drw Trading
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Fritzsche 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 Moller Financial Services
Winnetka, IL
Winnetka, IL
Winnetka, IL
Winnetka, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
