Modus Advisors
41yrs
Top advisor by experience in Excelsior
6yrs
Bryant Stein
Financial advisor at Huntington Financial Advisors
Based in Excelsior, Minnesota, Bryant Stein is a fiduciary financial advisor with 6 years of industry experience. Bryant has been with Huntington Financial Advisors since 2025; before that, Bryant spent a year at Wells Fargo Advisors and two years at Merrill. Huntington Financial Advisors offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 36 advisors with offices in Excelsior, and one of 34 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
OfficeExcelsior 435 Water Street, Excelsior, MN 55331
How the firm is paid ?Percent of assets
Typical client at the firm ?$184,627
Advisors at the firm168
States licensed ?1 state
Services through Huntington Financial Advisors
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2025 – nowThe Huntington Investment CompanyCurrent firm
- Nov 2024 – Jul 2025Wells Fargo Clearing Services, LLCPreviously
- 2022 – 2024MerrillPreviously
- May 2022 – May 2022Wells Fargo Clearing Services, LLCPreviously
Contact Bryant
(800) 322-4600Firm headquarters in Columbus, OH. Ask for Bryant. Excelsior 435 Water StreetExcelsior, MN 55331Office · Get directions LinkedIn pageHuntington Financial Advisors
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Questions to ask Bryant
Tailored to Bryant’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Bryant
How do I contact Bryant?
Call Huntington Financial Advisors at (800) 322-4600 and ask for Bryant Stein. Bryant works from the Excelsior, MN office.
How long has Bryant been a financial advisor?
Bryant has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Bryant hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Bryant a fiduciary?
Bryant is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryant paid?
Huntington Financial Advisors reports being paid by a percentage of the assets they manage. Ask Bryant 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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