Bronwyn Mirretti (CRD# 4426135) is an Investment Advisor Representative working at Mirretti Perryman Wealth Strategies, LLC in Skokie, IL and has over 22 years of experience in the finance industry. Bronwyn Mirretti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mirretti Perryman Wealth Strategies, LLC | Skokie, IL | Feb 2022 - Current | 2 |
| Raymond James Financial Services, Inc. | Skokie, IL | Mar 2016 - Mar 2022 | 6 |
| Raymond James Financial Services Advisors Inc. | Skokie, IL | Mar 2016 - Mar 2022 | 6 |
| Mirretti Perryman Wealth Strategies | Skokie, IL | Mar 2016 - Mar 2022 | 6 |
| Thrivent Financial For Lutherans | Appleton, WI | Aug 2001 - Mar 2016 | 14 |
| Thrivent Investment Management, Inc. | Evanston, IL | Aug 2001 - Mar 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2003 |
- IL
- TX
-
Total Assets Under Management129MILLIONS
-
Total Number of Accounts525ACCOUNTS
-
Average Account Value$244,922
- A percentage of assets under your management
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
IL, TX
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