Unclaimed
Bryan Nill is a financial advisor with Raymond James Financial Services Advisors, Inc. located in West Allis, WI. Bryan has been in the industry since September 16, 2013, and is registered with the state of Wisconsin and the Financial Industry Regulatory Authority (FINRA). Bryan has experience with a variety of clients, including individuals, families, businesses, and retirement plans. He specializes in helping clients with financial planning, investment management, and retirement planning. Bryan has a strong commitment to providing personalized service and building long-term relationships with clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WI
09/11/2023 - Present
Raymond James Financial Services Advisors, Inc. (West Allis WI)
WI
08/31/2020 - 09/12/2023
COMMONWEALTH FINANCIAL NETWORK (WAUSAU WI)
WI
12/13/2017 - 09/06/2018
J.W. COLE FINANCIAL, INC. (Thiensville WI)
WI
10/07/2009 - 12/16/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MILWAUKEE WI)
BOTH
Issued 11/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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