Bryan T. Stiger

WELLMENT FINANCIAL

Elmhurst, IL 60126

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CRD#: 4718285

Professional summary

Bryan Tyrell Stiger, CFP® is a registered financial advisor currently at WELLMENT FINANCIAL located in Elmhurst, Illinois.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Bryan has worked at 9 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Bryan Tyrell Stiger'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: 2018

Experience

Current

November 10, 2025 - Present

WELLMENT FINANCIAL

Office #1: 444 N. York Street, Elmhurst, IL 60126

RIA

CRD#: 166746

Elmhurst, IL

Past

April 17, 2024 - September 23, 2025

SGL FINANCIAL, LLC

RIA

CRD#: 158023

BUFFALO GROVE, IL

Past

December 1, 2020 - March 27, 2024

BETTERMENT

RIA

CRD#: 149117

NEW YORK, NY

Past

July 14, 2015 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

CHICAGO, IL

Past

July 14, 2015 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

CHICAGO, IL

Past

September 12, 2014 - July 9, 2015

GUGGENHEIM INVESTMENTS

RIA

CRD#: 105477

CHICAGO, IL

Past

March 3, 2014 - July 9, 2015

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

CRD#: 39805

chicago, IL

Past

May 31, 2011 - March 3, 2014

GUGGENHEIM DISTRIBUTORS, LLC

CRD#: 40805

LISLE, IL

Past

September 4, 2008 - May 20, 2011

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

Past

September 6, 2006 - April 17, 2007

LASALLE CAPITAL, L.L.C.

CRD#: 133526

CHICAGO, 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".

WELLMENT FINANCIAL

FSR CPA'S LTD | WELLMENT FINANCIAL | FSR WEALTH STRATEGIES | FSR WEALTH MANAGEMENT, LTD. | FSR INSURANCE PLANNING LTD

CRD#: 166746 / SEC#: 801-122241

RIA

Registered Investment Advisory firm - (9/7/2021 Approved)

Illinois

Registered Investment Advisory firm - (10/7/2021 Terminated)

Texas

Registered Investment Advisory firm - (9/15/2021 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.

Highlighted states indicate IAR registrations

IAR

Illinois
(11/10/2025)

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

State Security Law Exam

IAR

Series 65

Date: 9/11/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/12/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/4/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 8/16/2006

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 4/21/2006

General Securities Representative Examination

Current Firm

WELLMENT FINANCIAL

FSR CPA'S LTD | WELLMENT FINANCIAL | FSR WEALTH STRATEGIES | FSR WEALTH MANAGEMENT, LTD. | FSR INSURANCE PLANNING LTD

CRD#: 166746 / SEC#: 801-122241

RIA

Registered Investment Advisory firm - (9/7/2021 Approved)

Illinois

Registered Investment Advisory firm - (10/7/2021 Terminated)

Texas

Registered Investment Advisory firm - (9/15/2021 Terminated)

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Contact information

Main Address

444 N. York Street, Elmhurst, IL 60126

Mailing Address

Phone number

(630) 993-8200

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

WELLMENT FINANCIAL ADV 2A (2/5/2026)

Regulatory assets under management

Total Number of Accounts	1,266
AUM (Assets Under Management)	$ 312,671,001

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 T. Stiger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Tyrell Stiger's CRS (Customer Relationship Summary).

Certified licenses

Experience

SGL FINANCIAL, LLC

BETTERMENT

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

GUGGENHEIM INVESTMENTS

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

GUGGENHEIM DISTRIBUTORS, LLC

CETERA FINANCIAL SPECIALISTS LLC

LASALLE CAPITAL, L.L.C.

Primary Firm SEC Registration

WELLMENT FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 9/11/2014

Series 63

Date: 1/12/2009

Series 7TO

Date: 9/4/2023

SIE

Date: 10/1/2018

Series 55

Date: 8/16/2006

Series 7

Date: 4/21/2006

Current Firm

WELLMENT FINANCIAL

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WELLMENT FINANCIAL

TRUST BUT VERIFY

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