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Bryan Tyrell Stiger

Bryan Tyrell Stiger

CFP®
WELLMENT FINANCIAL
ELMHURST, IL
·CRD# 4718285·20 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2018

Years of Experience

20 years in the financial services industry

Current & Past Employments

WELLMENT FINANCIAL·CRD# 166746
RIA
444 N. York Street, Elmhurst, IL 60126
November 10, 2025 - Present
SGL FINANCIAL, LLC·CRD# 158023
RIA
Buffalo Grove, IL
April 17, 2024 - September 23, 2025
BETTERMENT·CRD# 149117
RIA
New York, NY
December 1, 2020 - March 27, 2024
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472
RIA
Chicago, IL
July 14, 2015 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472
BD
Chicago, IL
July 14, 2015 - November 13, 2020
GUGGENHEIM INVESTMENTS·CRD# 105477
RIA
Chicago, IL
September 12, 2014 - July 9, 2015
GUGGENHEIM FUNDS DISTRIBUTORS, LLC·CRD# 39805
BD
Chicago, IL
March 3, 2014 - July 9, 2015
GUGGENHEIM DISTRIBUTORS, LLC·CRD# 40805
BD
Lisle, IL
May 31, 2011 - March 3, 2014
CETERA FINANCIAL SPECIALISTS LLC·CRD# 10358
BD
Schaumburg, IL
September 4, 2008 - May 20, 2011
LASALLE CAPITAL, L.L.C.·CRD# 133526
BD
Chicago, IL
September 6, 2006 - April 17, 2007

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Current Firm

WF
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 - SEC (9/7/2021 Approved)
Illinois
Registered Investment Advisory firm - Illinois (10/7/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (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).

Contact Information

Main Address

444 N. York Street, Elmhurst, IL 60126

Phone Number

(630) 993-8200

# of Employees

21

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US 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

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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.

FSR Insurance Planning, Ltd., Investment Related, 444 North York Street, Elmhurst, IL 60126, Insurance agency, Licensed Insurance Agent, 10/2025 to present, 20 hours/month, 20 hours/month during Business Hours, Insurance planning and implementation.

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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".
WF
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 - SEC (9/7/2021 Approved)
Illinois
Registered Investment Advisory firm - Illinois (10/7/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2014About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2009About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Sep 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Aug 2006

Series 7 — General Securities Representative Examination

Passed Apr 2006About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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