Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Linn is an investment advisor representative associated with Captrust Financial Advisors. Bryan has been in the industry for over 10 years and is licensed in Michigan. Bryan has experience providing financial advice to individuals, corporations, and charitable organizations. He also holds several industry designations, including the Series 7 and Series 66 licenses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
05/13/2015 - Present
Captrust Financial Advisors (HOLLAND MI)
MI
06/27/2011 - 04/01/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HOLLAND MI)
BOTH
Issued 08/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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