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Advisors / Illinois / Elmhurst
18yrs

Bryan Stiger

Financial advisor at Wellment Financial

Based in Elmhurst, Illinois, Bryan Stiger is a fiduciary financial advisor with 18 years of industry experience. Bryan has been with Wellment Financial since 2025; before that, Bryan spent a year at SGL Financial and three years at Betterment. Bryan holds the CFP® designation.

One of 147 advisors with offices in Elmhurst, and one of 136 fiduciaries.

Elmhurst, IL 60126CFP®Fiduciary advisor
Call the officeDirections

At a glance

Experience18 years (since 2009)
How that compares ?More experience than 64% of advisors at Wellment Financial
Office444 N. York Street, Elmhurst, IL 60126
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$772,027
Advisors at the firm11
States licensed ?1 state

Services through Wellment Financial

Financial planningInvestment management for individuals and small businessesChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Nov 2025 – now
    Wellment FinancialCurrent firm
  2. Apr 2024 – Sep 2025
  3. 2020 – 2024
    BettermentPreviously
  4. 2015 – 2020
  5. Sep 2014 – Jul 2015
    Guggenheim InvestmentsPreviously

Questions to ask Bryan

Tailored to Bryan’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Bryan

How do I contact Bryan?

Call Wellment Financial at (630) 993-8200 and ask for Bryan Stiger. Bryan works from the Elmhurst, IL office.

How long has Bryan been a financial advisor?

Bryan has been in the industry since 2009, about 18 years. More experience than 64% of advisors at Wellment Financial.

What licenses does Bryan hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Bryan a fiduciary?

Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Bryan paid?

Wellment Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Bryan for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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