Bryan R. Byrer

MILLENNIAL FINANCIAL PLANNING

INDIANAPOLIS, IN

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CRD#: 6587104

Professional summary

Bryan Robert Byrer, who also goes by Bryan R Byrer, Bryan Byrer, is a registered financial advisor currently at MILLENNIAL FINANCIAL PLANNING located in Indianapolis, Indiana.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Bryan has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bryan R Byrer | Bryan Byrer

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.

ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: CIRCLE CITY BUCKET DRUMMERS POSITION: PERFORMER START DATE: 9/17/2017 ADDRESS: 8420 Indianapolis, IN DETAILS: WWW.CIRCLECITYBUCKETDRUMMERS.COM. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 0-5 HOURS DURING TRADING: 0-3

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Robert Byrer'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®

None

Experience

Current

August 7, 2025 - Present

MILLENNIAL FINANCIAL PLANNING

RIA

CRD#: 338075

INDIANAPOLIS, IN

Past

September 16, 2024 - October 31, 2025

DEERFIELD

RIA

CRD#: 104964

INDIANAPOLIS, IN

Past

December 18, 2023 - August 21, 2024

WEALTHPOINT ADVISORS LLC

RIA

CRD#: 151723

INDIANAPOLIS, IN

Past

November 22, 2021 - June 9, 2023

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

INDIANAPOLIS, IN

Past

April 17, 2018 - June 9, 2023

J.P. MORGAN SECURITIES LLC

CRD#: 79

INDIANAPOLIS, IN

Past

January 14, 2016 - March 19, 2018

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

INDIANAPOLIS, IN

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

Indiana
(8/7/2025)

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 66

Date: 10/15/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/26/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/24/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/14/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MILLENNIAL FINANCIAL PLANNING

MILLENNIAL FINANCIAL PLANNING | MILLENNIAL FINANCIAL PLANNING LLC

CRD#: 338075 / SEC#:

Indiana

Registered Investment Advisory firm - (8/7/2025 Approved)

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Contact information

Main Address

Indianapolis, IN

Mailing Address

Phone number

(317) 731-2348

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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Advisor Monitoring

Firm Stability Insights

Bryan R. Byrer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Robert Byrer's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEERFIELD

WEALTHPOINT ADVISORS LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

FORESTERS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/15/2021

Series 63

Date: 1/26/2016

Series 7TO

Date: 9/24/2021

SIE

Date: 10/1/2018

Series 6

Date: 1/14/2016

Current Firm

MILLENNIAL FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

MILLENNIAL FINANCIAL PLANNING

TRUST BUT VERIFY

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