Covenant Financial, LLC

Covenant Financial, LLC (CRD# 169149) is a financial advisory firm headquartered in Saint Charles, IL. They manage $44,119,682 in 308 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $143,246
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Covenant Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bryan D. Holstrom
CRD#: 1361468
100 Illinois Street, Suite 200, Saint Charles, IL 60174
96
Wealthminder
score

Bryan Holstrom (CRD# 1361468) is an Investment Advisor Representative working at Covenant Financial, LLC in Saint Charles, IL and has over 30 years of experience in the finance industry. Bryan Holstrom 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.

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