Brian Victor Ytterberg
Professional Summary
Brian Victor Ytterberg is a registered financial advisor currently at DRESNER INVESTMENT SERVICES, INC. located in Chicago, Illinois. Brian is registered as a RR (Registered Representative) and started their career in finance in 1999. Brian has worked at 5 firms and has passed the Series 63, Series 82TO, SIE, Series 79, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
DRESNER INVESTMENT SERVICES, INC. | DRESNER PARTNERS
Contact Information
Main Address
10 S. Lasalle Suite 2170, Chicago, IL 60603Mailing Address
10 S. Lasalle Suite 2170, Chicago, IL 60603Phone Number
(312) 780-7222Established
Illinois since 04/12/1993Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (10 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(8/12/2020)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed May 2026About the Series 82TO examSeries 79 — Investment Banking Registered Representative Examination
Passed Feb 2016About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Brian Victor Ytterberg's CRS (Customer Relationship Summary).
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