Bryan Pieper
Partner, Senior Pim Portfolio Manager at Trailhead Wealth Management, Llc
Based in Denver, United States
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Seniority
Other
Department
Other
Location
Denver
Industry
Financial Services
Company size
13
Contact information
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b•••••••@trailheadwm.com
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Background
About Bryan Pieper
Bryan’s goal is to improve our clients' quality of life. Through comprehensive planning strategies and an emphasis on strong relationships, Bryan strives to provide the best possible service to our clients. Background and experience: Bryan has over 30 years of experience in the financial services industry. He received his B.S. in Accounting from Marquette University in Milwaukee, WI, and holds several FINRA registrations including Series 7, 24, 31, 63 and 65; he is also Life and Health insurance licensed. As a Former Trust Advisor and Trust Auditor, he developed several specializations including- Investment Planning for High Net Worth families - Inter-generational wealth transfer strategies - Corporate Executive compensation plans - Alternative Investments Away from the office: Bryan and his wife Molly have three grown kids, Maggie, Jimmy, & Rory. Aside from spending time with the family, Bryan enjoys playing golf, running and enjoying the Colorado outdoors. This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY only. CA Insurance License #0G79488. Resident State Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on
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