Bryan
Byrer
Wealthpoint Advisors LLC
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About this Advisor
Bryan Byrer is a financial advisor based in Indianapolis, Indiana, working with Wealthpoint Advisors LLC. Bryan has previously held positions at Maxim Healthcare Services, The Tap Beer Company, Oliver Winery Downtown, The Tap Beer Bar, Indiana University-Bloomington, Ivy Tech Community College, Foresters Financial Services, Inc, Carmel High School Band Boosters, Circle City Bucket Drummers, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Decatur Central Band Boosters, J.P. Morgan Securities LLC, and Wealthpoint Advisors LLC. Bryan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Bryan is part of Wealthpoint Advisors LLC, which operates out of Indianapolis, Indiana. The firm has 6 employees and manages assets totaling $303.7 million. The firm 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, and pension consulting services. The fee structure at Wealthpoint Advisors LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthpoint Advisors LLC Brokerage Details
$303,696,836
6
574
$529,089
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Bryan Byrer Work History
Wealthpoint Advisors LLC
Circle City Bucket Drummers
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
J.P. Morgan Securites LLC
Jpmorgan Chase Bank, N.A
Decatur Central Band Boosters
Carmel High School Band Boosters
The Tap Beer Company
Foresters Financial Services, Inc
Maxim Healthcare Services
Oliver Winery Downtown
The Tap Beer Bar
Indiana University-Bloomington
Ivy Tech Community College
Disclosures
Please visit the SEC profile of Bryan Byrer 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 Wealthpoint Advisors LLC
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
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