BB
ChFC
BB
ChFC

Bryce Anthony Breeden

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
151 advisors
Number of Clients
9,767 clients
Average Client Portfolio
$254K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$10K
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Location

4924 N Renwood, Peoria, IL, 61614

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History

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.

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Other Business ActivitiesSells Insurance

Bryce works as a staff accountant and payroll manager for Breeden & Associates, LTD, dedicating about a quarter of his time. He also sells life insurance as an associate with Independent Insurance Sales, spending a few hours per week on this activity.

Employment History
Current Registrations
Creative Financial Designs, INC.
December 2021 - Present · 4 yrs 2 mos
Cfd Investments, INC.Broker
October 2020 - Present · 5 yrs 4 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bryce Anthony Breeden - Financial Advisor | TrueAdvisor