Bryan
Petry
Stonebridge Wealth Management LLC
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About this Advisor
Bryan Petry is a financial advisor based in Oak Brook, Illinois, working with Stonebridge Wealth Management LLC. Bryan has previously held positions at Securian Financial Services, Inc, Gcg Financial Inc, Stonebridge Wealth Management LLC, and Comprehensive Asset Management Serving Inc. Bryan has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Bryan is part of Stonebridge Wealth Management LLC, which operates out of Oak Brook, Illinois. The firm has 4 employees and manages assets totaling $213.7 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Stonebridge Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stonebridge Wealth Management LLC Brokerage Details
$213,741,113
4
943
$226,661
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Bryan Petry Work History
Stonebridge Wealth Management LLC
Comprehensive Asset Management Serving Inc
Securian Financial Services, Inc
Gcg Financial Inc
Disclosures
Please visit the SEC profile of Bryan Petry 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 Stonebridge Wealth Management LLC
Oak Brook, IL
Oak Brook, IL
Oak Brook, IL
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