Brian O. Wright

Employer firm

Wright Planning, LLC CRD 319025

$8.04M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2016 → 01/2021
  Valeo Financial Advisors
  Indianapolis, IN
• 01/2021 → 01/2022
  Argi Investment Services, Llc
  Louisville, KY
• 01/2022 → Present
  Wright Planning, Llc
  Fishers, IN
• 02/2022 → Present
  Wright Accounting Group, Llc
  Fishers, IN

Previous Registrations

• 2021-01-18 → 2022-01-14
  Cerity Partners Ocio Llc
  Indianapolis, IN
  New York, NY
• 2016-06-07 → 2021-01-02
  Valeo Financial Advisors, Llc
  Carmel, IN
• 2014-10-15 → 2016-06-06
  Unitewright, Llc
  Fishers, IN
• 2011-06-01 → 2014-10-21
  Market Street Wealth Management Advisors, Llc
  Indianapolis, IN
• 2010-01-19 → 2011-05-25
  Hufford Financial Advisors, Llc

Other Businesses

Name: Wright Accounting Group, LLC Investment Related: No Address: 14074 Trade Center Drive, Suite 201 Fishers, IN 46038 Nature of Business: Accounting Firm Position: Business Consultant Start Date: 02/01/2022 This activity accounts for approximately 50% of his time per month. Duties: Business consulting and operational support

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-30
• S63 Uniform Securities Agent State Law Examination
  2005-01-19

Designations

• Certified Financial Planner

Other Names

• Brian O. Wright
• Brian O. Wright