Bryan W Pratt

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → Present
  Commonwealth Financial Network
  San Diego, CA
• 09/2012 → 07/2020
  Pratt, Kutzke & Associates, Llp
  North Mankato, MN
• 07/2020 → Present
  Pratt Wealth Managment
  North Mankato, MN

Other Businesses

1. Fixed insurance sales; as of 07/16/2012; Less than 1% time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Pratt Financial Inc, a private entity involved in the administration of securities business; as of 07/16/2012; conducted at branch location; investment related. 3. Owner, Pratt Wealth Management; a private entity established to facilitate securities, advisory, and insurance business; as of 06/01/2020; 1% of time spent during business hours; Conducted at branch; Investment related. 4. Co-owner, B Pratt Properties, LLC, an entity created for the purpose of owning branch office property, as of 12/01/2020; 1% time spent during business hours; Conducted at branch; Investment related. 5. Co-Owner, BD Pratt Properties, LLC, an entity created for the purpose of buying and managing commercial real estate in North Mankato, MN, as of 03/02/2022; 1% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-03
• S63 Uniform Securities Agent State Law Examination
  2004-09-24

Designations

• Certified Financial Planner