Unclaimed Profile

James William Bryan

CAHILL FINANCIAL ADVISORS, INC.·EDINA, Minnesota

Series 6, Series 7, Series 63Clean record19 years registeredCAHILL FINANCIAL ADVISORS, INC.

7261 OHMS LANE, EDINA, MN 55439CRD# 2341167Firm CRD# 109890

Profile Verification

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

Identity

James William Bryan · EDINA, MN

Registration

CRD #2341167 · CAHILL FINANCIAL ADVISORS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

HYLAND LAKE PARTNERS

Jan 2025 – present

NORTHWEST ASSET MANAGEMENT

Jul 2024 – Apr 2025

Edina, MN

CAHILL FINANCIAL ADVISORS, INC.

Mar 2013 – Jul 2024

EDINA, MN

AMERIPRISE FINANCIAL SERVICES, INC.

Oct 2006 – Jan 2007

EDINA, MN

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · October 4, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAHILL FINANCIAL ADVISORS, INC.

CRD 109890 · SEC 801-18388

AUM

$1.3B

Regulatory assets under management

Employees

4,061 client accounts

Services offered by CAHILL FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAHILL FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does James William Bryan offer?

James William Bryan specializes in Financial Planning, Investment Management. Contact their office in EDINA, Minnesota for a consultation.

What are James William Bryan's credentials?

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

Where is James William Bryan located?

James William Bryan is based in EDINA, Minnesota, working with CAHILL FINANCIAL ADVISORS, INC.. Their office serves clients in the EDINA metropolitan area and surrounding communities.

How does James William Bryan charge for services?

James William Bryan'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 CAHILL FINANCIAL ADVISORS, INC.?

CAHILL FINANCIAL ADVISORS, INC. has approximately 21 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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