Bryan Ittersagen
Wealth Advisor
- Role
- Independent Financial Advisor at Raymond James
- Location
- Wheaton, IL, US
- LinkedIn followers
- 500 followers
About Bryan Ittersagen
Bryan has more than 16 years of experience in the financial services industry. Over the years, working with both individual and institutional clients, he has developed a practice seeking to not only manage but preserve and transfer wealth. He partners with his clients in building wealth through financial planning with a specialty in professional money management, tax reduction strategies and exceptional client service.Bryan graduated from Wheaton College with a major in Economics and minor in Communications while a member of the football team. He and his wife Allison currently reside in Wheaton with their five children, Brooke, Anna, Blake, Chase & Luke. In his free time, he enjoys spending time with family and friends, coaching his kids sports, playing golf and cheering on all Chicago sports teams.Specialties: Wealth Management; Retirement Planning; Financial Planning; Asset Allocation; 401K Rollovers; Small Business PlanningSecurities licenses: Series 7 General Securities // Series 66 Investment Representative // Series 63 Uniform State Law // Series 9/10 General Securities Sales SupervisorFor important disclosure information, please see \"Social Media Disclosure\" link in the Contact Info sectionInvestment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
Experience
Independent Financial Advisor
Aug 2007 — Present · Wheaton, IL, US
Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC
Education
Wheaton College
Bachelor's Degree
1998 — 2002
Skills
- Series 63
- Securities
- Etfs
- Asset Allocation
- Mutual Funds
- Small Business
- Retirement Planning
- Series 7
- Financial Advisory
- Uniform Combined State Law
- Finance
- Investment Strategies
- Fixed Annuities
- Strategic Planning
- 401k Planning
- Investment Advisory
- Retirement
- 401k Rollovers
- Wealth Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.