Unclaimed Profile

Bryan Donald Holstrom

PARAGON ADVISORS LLC·NAPERVILLE, Illinois

SIE, Series 7, Series 63, Series 65Clean record19 years registeredPARAGON ADVISORS LLC

1730 PARK STREET, SUITE 100, NAPERVILLE, IL 60563CRD# 1361468Firm CRD# 106807

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bryan Donald Holstrom · NAPERVILLE, IL

Registration

CRD #1361468 · PARAGON ADVISORS LLC · 19 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Jun 2024 – present

SECURITIES AMERICA ADVISORS, INC.

Nov 2020 – Jun 2024

ST CHARLES, IL

COVENANT FINANCIAL, LLC

Nov 2013 – Mar 2021

ST. CHARLES, IL

PARAGON ADVISORS LLC

Oct 2006 – Jan 2014

NAPERVILLE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · October 20, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARAGON ADVISORS LLC

CRD 106807 · SEC 801-49383

AUM

$183M

Regulatory assets under management

Employees

1,097 client accounts

Services offered by PARAGON ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARAGON ADVISORS LLC →

Introduction

Speak with Bryan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Bryan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NAPERVILLE?

Browse all registered financial advisors in NAPERVILLE, Illinois or claim this profile if it's yours.

Browse NAPERVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Bryan Donald Holstrom offer?

Bryan Donald Holstrom specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.

What are Bryan Donald Holstrom's credentials?

Bryan Donald Holstrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bryan Donald Holstrom located?

Bryan Donald Holstrom is based in NAPERVILLE, Illinois, working with PARAGON ADVISORS LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.

How does Bryan Donald Holstrom charge for services?

Bryan Donald Holstrom's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARAGON ADVISORS LLC?

PARAGON ADVISORS LLC has approximately 8 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →