Bryan Paul Linn

Employer firm

Captrust Wealth Advisors CRD 173736

$2.00B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2021 → Present
  Captrust Wealth Advisors
  Holland, MI
• 04/2016 → Present
  Captrust Wealth Advisors
  Holland, MI
• 03/2015 → Present
  Captrust Wealth Advisors
  Holland, MI

Previous Registrations

• 2011-08-29 → 2015-04-01
  Wells Fargo Advisors Financial Network, Llc
  Holland, MI

Other Businesses

1. Insurance Agency Insurance Agent Non-investment related Licensed to provide fixed, variable, life, general insurance policies to clients. 2. Mr. Linn is also a President of the Board of Directors of Gateway Mission. Mr. Linn provides advice to Gateway Mission regarding financial matters including budget, audit, accountability to existing third party endowment adviser, etc. as a part of this role. Mr. Linn spends approximately 2 hours per month at this business activity.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-26