James
Bryan
Cahill Financial Advisors, Inc
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About this Advisor
James Bryan is a certified financial planner and chartered financial consultant who works in Minneapolis, Minnesota with 10 years of industry experience. Bryan is an advisor for Cahill Financial Advisors, Inc. Throughout their career, they have worked at Bluestone Wealth Strategies and Cahill Financial Advisors, Inc. Bryan maintains a Series 63 license, designating them as a securities agent, and can work in Minnesota and Texas. Cahill Financial Advisors, Inc is a financial advisory company based in Minneapolis, MN. It oversees $1 billion in assets under management between its 3,978 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 3,978 accounts, 39% belong to high-net-worth investors who have greater than $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules usually vary depending on the services provided. Fee types charged by Cahill Financial Advisors, Inc may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cahill Financial Advisors, Inc Brokerage Details
$1,100,518,836
23
3,978
$276,651
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Bryan Work History
James has been registered as a financial advisor for 10 years.*
Cahill Financial Advisors, Inc
Bluestone Wealth Strategies
*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 James Bryan 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 Cahill Financial Advisors, Inc
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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.
