Bryan Grant is passionate about helping individuals, families, and business owners build, manage, and protect their wealth through personalized financial planning and long-term investment strategies. He believes financial planning should be tailored to each client’s unique goals and works closely with clients to provide thoughtful guidance and confidence throughout every stage of life.
Bryan graduated from the University of Wisconsin–Whitewater with a degree in Finance. He holds FINRA Series 7, 24, and 66 securities registrations, Wisconsin Life and Health Insurance licenses, and has earned the Chartered Financial Consultant (ChFC®) designation.
Bryan began his career in the back-office operations division of SII Investments, where he held multiple roles supporting independent financial advisors. He started in the client services department, assisting advisors with client service and technology-related questions before becoming licensed and transitioning into a Registered Home Office Principal role. In that position, he focused on suitability review and compliance oversight for numerous independent advisors.
In January 2014, Bryan joined TMS Financial, where he initially focused on the suitability, compliance, and growth of the firm’s OSJ, Tenacity Advisory Group (TAG), which supports independent advisors across the country. As TMS continued to grow, his role evolved to focus more heavily on individualized financial planning, wealth management, and tax-focused strategies for clients.
Outside of work, Bryan enjoys spending time with his wife and two young daughters, traveling, staying active, and making the most of summers in Northern Wisconsin.