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Bryan Andrew Peebles

Wellth Advisory Services, LLC

Shorewood, IL

Bowling Green, KY

CRD 5801658

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Employer firm

Wellth Advisory Services, LLC CRD 330537

$26.7B regulatory AUM 10 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-06-28
  • KY RA
    APPROVED
    Since 2024-06-28

Branch Locations

Shorewood, IL • United States

Bowling Green, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Argi Investment Services Louisville KY 07/2015 12/2019
Kentucky Air National Guard Louisville KY 01/2007 12/2018
Global Retirement Partners, Llc San Rafael CA 12/2019 06/2024
Wellth Advisory Services, Llc Shorewood IL 06/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-19
  • S65 Uniform Investment Adviser Law Examination
    2015-08-19

View on SEC IAPD

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