Brian J. Fritzsche

MOLLER WEALTH PARTNERS

Northfield, IL 60093-1211

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CRD#: 6962514

Professional summary

Brian Joseph Fritzsche, CFP® is a registered financial advisor currently at MOLLER WEALTH PARTNERS located in Northfield, Illinois.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Brian has worked at 1 firm .

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 Brian Joseph Fritzsche'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: 2020

Experience

Current

June 14, 2018 - Present

MOLLER WEALTH PARTNERS

Office #1: One Northfield Plaza, Suite 200, Northfield, IL 60093-1211

RIA

CRD#: 110493

Northfield, 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".

MOLLER WEALTH PARTNERS

DBA, MOLLER FINANCIAL SERVICES | MOLLER WEALTH PARTNERS, INC. | MOLLER WEALTH PARTNERS | MOLLER FINANCIAL SERVICES | JACK MOLLER & ASSOCIATES, INC.

CRD#: 110493 / SEC#: 801-40822

RIA

Registered Investment Advisory firm - (2/18/1992 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
(6/14/2018)

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.

Exams

Current Firm

MOLLER WEALTH PARTNERS

DBA, MOLLER FINANCIAL SERVICES | MOLLER WEALTH PARTNERS, INC. | MOLLER WEALTH PARTNERS | MOLLER FINANCIAL SERVICES | JACK MOLLER & ASSOCIATES, INC.

CRD#: 110493 / SEC#: 801-40822

RIA

Registered Investment Advisory firm - (2/18/1992 Approved)

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Contact information

Main Address

One Northfield Plaza, Suite 200, Northfield, IL 60093-1211

Mailing Address

Phone number

(847) 441-7575

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2-REVISED (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,284
AUM (Assets Under Management)	$ 650,490,513

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/15/2025	Cover Page	Report
01/27/2025	Cover Page	Report
10/30/2023	Cover Page	Report
12/28/2022	Cover Page	Report

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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Brian J. Fritzsche

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph Fritzsche's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOLLER WEALTH PARTNERS

Primary Firm SEC Registration

MOLLER WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Current Firm

MOLLER WEALTH PARTNERS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MOLLER WEALTH PARTNERS

TRUST BUT VERIFY

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