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).
Total Assets Under Management44MILLION
Total Number of Accounts308ACCOUNTS
Average Account Value$143,246
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Bryan Holstrom (CRD# 1361468) is an Investment Advisor Representative working at Covenant Financial, LLC in Saint Charles, IL and has over 32 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.