Bryan Petry is a registered investment advisor, based in Oak Brook, IL, with 23 years of industry experience.
Location
1010 Jorie Blvd, Suite 144, Oak Brook, IL, 60523
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bryan works as a Wealth Manager for Stonebridge Wealth Management, LLC, dedicating his full time to this role. His duties include registered representative activities and insurance/investment sales.
Employment History
Current Registrations
Apw Capital, INC.Broker
November 2017 - Present · 8 yrs 5 mos
Stonebridge Wealth Management LLC
November 2017 - Present · 8 yrs 5 mos
Previous Registrations
Securian Financial Services, INC.
April 2003 - November 2017 · 14 yrs 7 mos
Securian Financial Services, INC.Broker
February 2003 - November 2017 · 14 yrs 9 mos
State Registrations4 states
ILTXVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.