James W. Bryan

HYLAND LAKE PARTNERS

EDINA, MN 55439

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CRD#: 2341167

Professional summary

James William Bryan JR, CFP®, ChFC®, who also goes by Jr James William Bryan, is a registered financial advisor currently at HYLAND LAKE PARTNERS located in Edina, Minnesota.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. James has worked at 7 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Estate Planning

Tax Planning

Insurance Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

AUM

Baby Boomers

Business Owners

Charitable Giving

College/Education Planning

Estate & Generational Planning...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Jr James William Bryan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Bluestone Wealth Strategies, Inc; investment-related; MN private residential address; S Corp for payroll; Owner; No investment advisory services are offered or provided through this entity; 11/27/2006; 2 hours per month, none during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James William Bryan JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2002

ChFC^®

Chartered Financial Consultant

Experience

Current

January 6, 2025 - Present

HYLAND LAKE PARTNERS

Office #1: 7401 Metro Blvd Suite 555, Edina, MN 55439

RIA

CRD#: 332244

EDINA, MN

Past

July 1, 2024 - April 2, 2025

NORTHWEST ASSET MANAGEMENT

RIA

CRD#: 147923

Edina, MN

Past

March 1, 2013 - July 1, 2024

CAHILL FINANCIAL ADVISORS, INC.

RIA

CRD#: 109890

EDINA, MN

Past

January 5, 2007 - July 1, 2009

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

EDINA, MN

Past

October 4, 2006 - January 8, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

EDINA, MN

Past

June 6, 2000 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 6, 2000 - January 8, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

EDINA, MN

Past

September 19, 1997 - February 18, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 19, 1997 - February 18, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

November 6, 1996 - July 9, 1997

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(1/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/16/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/18/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/5/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HYLAND LAKE PARTNERS

HYLAND LAKE GROUP | HYLAND LAKE PARTNERS, LLC | HYLAND LAKE PARTNERS

CRD#: 332244 / SEC#:

Minnesota

Registered Investment Advisory firm - (1/6/2025 Approved)

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Contact information

Main Address

7401 Metro Blvd Suite 555, Edina, MN 55439

Mailing Address

Phone number

(952) 658-6226

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

James W. Bryan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James William Bryan JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWEST ASSET MANAGEMENT

CAHILL FINANCIAL ADVISORS, INC.

COMMONWEALTH FINANCIAL NETWORK

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/16/2000

Series 7

Date: 7/18/2000

Series 6

Date: 11/5/1996

Current Firm

HYLAND LAKE PARTNERS

Contact information

Documents

Red Flags

Company Information

HYLAND LAKE PARTNERS

TRUST BUT VERIFY

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