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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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JB

Jeremy M. Bryan

INDIWEALTH
MAPLE GROVE, MN 55369
Some features on this profile are disabled
CRD#: 4266823
JB

Professional summary

Jeremy Michael Bryan, CFA, who also goes by Jeremy Michael Bryan, Jeremy Bryan, is a registered financial advisor currently at INDIWEALTH located in Maple Grove, Minnesota.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jeremy has worked at 5 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeremy Michael Bryan | Jeremy 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Michael Bryan'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®
CFA

Chartered Financial Analyst

Experience

Current

June 12, 2025 - Present

INDIWEALTH

Office #1: 11670 Fountains Dr Ste 200, Maple Grove, MN 55369
RIA
CRD#: 335563
MAPLE GROVE, MN
Past

December 7, 2016 - April 18, 2025

GRADIENT INVESTMENTS, LLC

RIA
CRD#: 141726
ARDEN HILLS, MN
Past

January 9, 2014 - March 30, 2016

ALERUS INVESTMENT ADVISORS CORPORATION

RIA
CRD#: 145129
MINNETONKA, MN
Past

May 6, 2002 - June 25, 2004

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

December 20, 2001 - May 22, 2002

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN

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
(6/12/2025)
IAR
Texas
(11/14/2025)

Exams

General Industry/Product Exam
RR
Series 7
Date: 12/19/2001
General Securities Representative Examination

Current Firm

IN
INDIWEALTH
INDIWEALTH | INDIWEALTH LLC

CRD#: 335563 / SEC#:

Minnesota
Registered Investment Advisory firm - (6/12/2025 Approved)
Texas
Registered Investment Advisory firm - (10/24/2025 Conditional Restricted)
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Contact information

Main Address
11670 Fountains Dr Ste 200, Maple Grove, MN 55369
Mailing Address
Phone number
(763) 200-5427
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts9
AUM (Assets Under Management)$ 1,829,291

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.

Company Information

INDIWEALTH

CRD#: 335563Maple Grove, MN 55369

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