James W. Bryan,  CFP<sup>&reg;</sup> - Financial Advisor

James W. Bryan, CFP®

ChFC®, ChSNC®

Principal of Wealth Management

7261 Ohms Lane
Edina, MN 55439
FINANCIAL ADVISOR'S WEBSITE
(952) 926-1659

General

James Bryan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Edina, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Chartered Special Needs Consultant (ChSNC®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Estate Planning, Insurance, Retirement, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources