Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames William Bryan is a financial advisor with over 20 years of experience in the financial services industry. James is currently registered as a Registered Representative with Northwest Asset Management and Hyland Lake Partners, LLC. James is also a Certified Financial Planner and a Chartered Financial Consultant. James has a wide range of experience in providing financial advice to individuals, families, and businesses. James specializes in retirement planning, investment management, and tax planning. James is committed to providing personalized financial advice to his clients. James helps his clients achieve their financial goals through a variety of services, including financial planning, investment management, and tax planning. James is committed to providing his clients with the highest level of service and expertise.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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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MN
07/01/2024 - Present
Northwest Asset Management (Edina MN)
MN
01/05/2007 - 07/01/2009
COMMONWEALTH FINANCIAL NETWORK (EDINA MN)
MN
06/06/2000 - 01/08/2007
AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)
MN
06/06/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
09/19/1997 - 02/18/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/19/1997 - 02/18/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
11/06/1996 - 07/09/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 10/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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