Brian Schrag

Background

About Brian Schrag

As a financial advisor and CFP® professional, I have dedicated my career to delivering the personalized investment planning services my clients and their families deserve. With over 25 years in the investment field, I have extensive experience in helping clients manage, preserve, and grow their wealth. I work with high net worth individuals, families, endowments, foundations, and businesses to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail, and unwavering concern for the wellbeing of my clients are the hallmarks of my client service model. Being a strong part of my community is important to me. I have a passionate interest in the arts and making a difference in the lives of children and the care of our elderly and have volunteered extensively for those causes. To contact me or inquire about becoming a client, contact my office at: 2723 S. State Street Suite 320 Ann Arbor, MI 48104 (734) 668-4300 visit my website at This information is intended for use by residents of AL, AZ, CA, CO, FL, IL, IN, KS, KY, MA, MD, ME, MI, MO, NC, NM, NV, NY, OH, OR, TX, VA, and WA Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social