Bronwyn N. Mirretti

MIRRETTI PERRYMAN WEALTH STRATEGIES

Skokie, IL 60076

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CRD#: 4426135

Professional summary

Bronwyn Noreen Mirretti, CFP®, who also goes by Bronwyn Noreen Beenders, is a registered financial advisor currently at MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC located in Skokie, Illinois.

Bronwyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Bronwyn has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bronwyn Noreen Beenders

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.

1. Independent insurance agent. 2. School board member, not investment related, since 9/2018, 8 hours per month devoted to this business, 2 hours per month during securities trading hours devoted to this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bronwyn Noreen Mirretti's CRS (Customer Relationship Summary).

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: 2005

Experience

Current

April 15, 2022 - Present

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

Office #1: 4711 W Golf Road Suite 402, Skokie, IL 60076

RIA

CRD#: 319408

Skokie, IL

Past

March 21, 2016 - May 9, 2022

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

SKOKIE, IL

Past

March 18, 2016 - May 9, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SKOKIE, IL

Past

June 4, 2004 - March 24, 2016

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

EVANSTON, IL

Past

August 9, 2001 - March 24, 2016

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

EVANSTON, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

CRD#: 319408 / SEC#: 801-123711

RIA

Registered Investment Advisory firm - (4/15/2022 Approved)

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

Illinois
(4/15/2022)

IAR

Texas
(4/15/2022)

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

IAR

Series 66

Date: 3/8/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/21/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2001

General Securities Representative Examination

Current Firm

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

CRD#: 319408 / SEC#: 801-123711

RIA

Registered Investment Advisory firm - (4/15/2022 Approved)

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Contact information

Main Address

4711 W Golf Road Suite 402, Skokie, IL 60076

Mailing Address

Phone number

(847) 983-0123

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC 2A BROCHURE (3/26/2025)

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC WRAP BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	645
AUM (Assets Under Management)	$ 160,987,131

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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Firm Stability Insights

Bronwyn N. Mirretti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bronwyn Noreen Mirretti's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/8/2003

Series 63

Date: 8/21/2001

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2001

Current Firm

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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