Jeremy M. Bryan

INDIWEALTH

MAPLE GROVE, MN 55369

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CRD#: 4266823

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.

name; IndiAdvisory LLC investment-related; No address; 11670 Fountains Dr Maple Grove Minnesota 55369 position; Founder and CEO start date; 2025-09-01 hours/month devoted to business; 0 hours devoted to business during securities trading hours; 10 duties; IndiAdvisory provides strategic consulting to tribal offices and non-profit organizations around a "CEO as a service" model.

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

CRD#: 31194

NEW YORK, NY

Past

December 20, 2001 - May 22, 2002

PIPER SANDLER & CO.

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)

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

General Industry/Product Exam

Series 7

Date: 12/19/2001

General Securities Representative Examination

Current Firm

INDIWEALTH

INDIWEALTH | INDIWEALTH LLC

CRD#: 335563 / SEC#:

Minnesota

Registered Investment Advisory firm - (6/12/2025 Approved)

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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

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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Jeremy M. Bryan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Michael Bryan's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDIWEALTH

GRADIENT INVESTMENTS, LLC

ALERUS INVESTMENT ADVISORS CORPORATION

RBC CAPITAL MARKETS, LLC

PIPER SANDLER & CO.

State Registrations and Notice Filings

Exams

Series 7

Date: 12/19/2001

Current Firm

INDIWEALTH

Contact information

Documents

Red Flags

Company Information

INDIWEALTH

TRUST BUT VERIFY

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