Bryan M. Petry

STONEBRIDGE WEALTH MANAGEMENT LLC

Oak Brook, IL 60523

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CRD#: 4622182

Professional summary

Bryan M Petry, who also goes by Bryan Michael Petry Mr., Bryan Michael Petry, is a registered financial advisor currently at STONEBRIDGE WEALTH MANAGEMENT LLC located in Oak Brook, Illinois and APW CAPITAL, INC. located in Oak Brook, Illinois.

Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Bryan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bryan Michael Petry Mr. | Bryan Michael Petry

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) Stonebridge Wealth Management, LLC; Oak Brook, IL; Service description: Reg. Rep; Ins/Inv. Sales; Start date: 11/02/2017; Title: Wealth Manager; Duties: Wealth Manager; Time spent: 100%.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan M Petry'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®

None

Experience

Current

November 2, 2017 - Present

STONEBRIDGE WEALTH MANAGEMENT LLC

Office #1: 1010 Jorie Blvd Suite 144, Oak Brook, IL 60523

RIA

CRD#: 285693

Oak Brook, IL

Current

November 15, 2017 - Present

APW CAPITAL, INC.

Office #1: 1010 Jorie Blvd, Suite 144, Oak Brook, IL 60523

CRD#: 43814

Oak Brook, IL

Past

April 11, 2003 - November 2, 2017

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

OSWEGO, IL

Past

February 20, 2003 - November 2, 2017

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

OSWEGO, 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".

STONEBRIDGE WEALTH MANAGEMENT LLC

OTKB WEALTH MANAGEMENT LLC | STONEBRIDGE WEALTH MANAGEMENT LLC

CRD#: 285693 / SEC#: 801-112745

RIA

Registered Investment Advisory firm - (4/2/2018 Approved)

Illinois

Registered Investment Advisory firm - (4/2/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Illinois
(11/2/2017)

Illinois
(11/15/2017)

Texas
(11/15/2017)

Virginia
(11/15/2017)

Washington
(8/23/2018)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/14/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/18/2003

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

STONEBRIDGE WEALTH MANAGEMENT LLC

OTKB WEALTH MANAGEMENT LLC | STONEBRIDGE WEALTH MANAGEMENT LLC

CRD#: 285693 / SEC#: 801-112745

RIA

Registered Investment Advisory firm - (4/2/2018 Approved)

Illinois

Registered Investment Advisory firm - (4/2/2018 Terminated)

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Contact information

Main Address

1010 Jorie Blvd Suite 144, Oak Brook, IL 60523

Mailing Address

Phone number

(630) 230-1830

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-09-10 STONEBRIDGE WEALTH MANAGEMENT WRAP FEE BROCHURE (9/10/2025)

2025-09-10 STONEBRIDGE WEALTH MANAGEMENT FORM ADV PART 2A (9/10/2025)

Regulatory assets under management

Total Number of Accounts	982
AUM (Assets Under Management)	$ 232,056,399

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

Bryan M. Petry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan M Petry's CRS (Customer Relationship Summary).

Certified licenses

Experience

APW CAPITAL, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

STONEBRIDGE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/14/2003

SIE

Date: 10/1/2018

Series 7

Date: 2/18/2003

FINRA

Current Firm

STONEBRIDGE WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STONEBRIDGE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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