Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Wirtz is a financial professional with over 16 years of experience in the financial services industry. Bryan has worked for a number of firms in the past, including Edward Jones, Fifth Third Securities, Inc., and Allstate Financial Services, LLC. Currently, Bryan is registered with USA Financial Securities LLC as a Registered Representative and Investment Advisor Representative. Bryan is licensed to provide financial advice in Michigan. Bryan specializes in providing financial planning, investment management, and retirement planning services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
07/08/2020 - Present
USA Financial Securities LLC (ADA MI)
MI
12/14/2015 - 10/04/2018
USA FINANCIAL SECURITIES CORPORATION (ADA MI)
MI
01/05/2012 - 11/09/2015
LEGEND EQUITIES CORPORATION (GRANDVILLE MI)
MI
07/19/2007 - 12/31/2011
ALLSTATE FINANCIAL SERVICES, LLC (BATTLE CREEK MI)
MI
12/16/2004 - 07/20/2006
FIFTH THIRD SECURITIES, INC. (BATTLE CREEK MI)
IL
11/17/2003 - 11/26/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
09/10/2002 - 10/22/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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