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Brian Joseph Fritzsche

MOLLER WEALTH PARTNERS, INC.·NORTHFIELD, Illinois
Clean record8 years registeredMOLLER WEALTH PARTNERS, INC.
ONE NORTHFIELD PLAZA, SUITE 200, NORTHFIELD, IL 60093-1211CRD# 6962514Firm CRD# 110493

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Joseph Fritzsche · NORTHFIELD, IL
Registration
CRD #6962514 · MOLLER WEALTH PARTNERS, INC. · 8 years registered
Brand Profile
Not yet started
01

Career History

Jun 2018 – present
02

Registrations & Exams

Registration record
First registered · June 14, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MOLLER WEALTH PARTNERS, INC.
CRD 110493 · SEC 801-40822
AUM
$565M
Regulatory assets under management
Employees
6
1,192 client accounts
Services offered by MOLLER WEALTH PARTNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Brian Joseph Fritzsche offer?
Brian Joseph Fritzsche specializes in Financial Planning, Investment Management. Contact their office in NORTHFIELD, Illinois for a consultation.
What are Brian Joseph Fritzsche's credentials?
Brian Joseph Fritzsche is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Joseph Fritzsche located?
Brian Joseph Fritzsche is based in NORTHFIELD, Illinois, working with MOLLER WEALTH PARTNERS, INC.. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.
How does Brian Joseph Fritzsche charge for services?
Brian Joseph Fritzsche's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOLLER WEALTH PARTNERS, INC.?
MOLLER WEALTH PARTNERS, INC. has approximately 6 employees and manages $565M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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