Lead Financial Planner
Current
Mar 2024 - Present
AeroLeads people directory · profile
Bryan Stiger, Cfp® Email & Phone Number
Lead Financial Planner at SGL Financial | Wealth Management Advisor | Wealth Planner | Financial Consultant | Private Wealth Advisor
at
SGL Financial
2 work emails found
@betterment.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Lead Financial Planner at SGL Financial | Wealth Management Advisor | Wealth Planner | Financial Consultant | Private Wealth Advisor
Location
Greater Chicago Area, United States, United States
Who is Bryan Stiger, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Bryan Stiger, Cfp® is listed as Lead Financial Planner at SGL Financial | Wealth Management Advisor | Wealth Planner | Financial Consultant | Private Wealth Advisor at SGL Financial, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at betterment.com and a matched LinkedIn profile for Bryan Stiger, Cfp®.
Bryan Stiger, Cfp® previously worked as Lead Financial Planner at Sgl Financial and Senior Financial Planner at Betterment. Bryan Stiger, Cfp® holds B.S, Finance from Illinois State University.
Company email context
Email format at SGL Financial
This section adds company-level context without repeating Bryan Stiger, Cfp®'s masked contact details.
{first}@betterment.com
89% confidence
AeroLeads found 2 current-domain work email signals for Bryan Stiger, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Bryan Stiger, Cfp®
Analytical and finance-savvy professional with extensive experience in comprehensive financial planning, including investment portfolio/ financial asset management, retirement planning, securities trading, and advising high-net-worth individuals.Financial Planner | Wealth Management AdvisorEmail: bstiger@gmail.comI am a goal-focused professional with experience in financial planning, wealth management, sales, securities trading, client relationship management, and consultation. Recognized for the keen ability to summarize complex financial topic the to clients. Excel at scheduling high-net-worth clientsfor holistic financial planning. Core Competencies:*Retirement Planning*Financial Planning*Insurance Planning*Estate Planning*Tax Minimization Strategies*Risk Management*Asset Allocation*Relationship Building● Designed customized financial plans for clients to prioritize paying off debt, saving, and investing.● Attained $60mm growth in assets over four and half years by tracking information about clients’ needs andtailoring customized strategy; utilizing appropriate financial products and services.
Listed skills include Cfp Canidate Module 6, Series 7, Series 63, Mutual Funds, and 3 others.
Current workplace
Bryan Stiger, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Bryan Stiger, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Financial Planner
Aug 2023 - Mar 2024
Financial Planner
Nov 2020 - Aug 2023
Wealth Management Advisor
Achieved growth in assets by gleaning information about clients’ needs and tailoring a customized strategy; utilizing appropriate financial products and services.Fostered profitable relationships with potential clients by providing thorough financial planning, maintaining clients’ book and effective communication throughout the servicing tenure.Key.
Jul 2015 - Nov 2020
Internal Wholesaler
Partnered with external wholesaler in delivering exceptional territory management procedures and collaboration across channels while maintaining sales database in an efficient manner.Ensured client retention by providing sincere advice and addressing to customers’ needs through a consultative and professional approach
May 2011 - Jun 2015
Execution Specialist
Grew investment portfolio by executing securities, fixed income products, and mutual fund transactions to suit clients’ unique mandates or investment strategies.Demonstrated smooth workflow of transaction processing and trading by conducting research and resolving complex to simple issues relating to trade entry
Aug 2008 - May 2011
Market Maker
Lasalle Capital Llc
Aug 2002 - Apr 2007
2 education records
Bryan Stiger, Cfp® education
B.S, Finance
Illinois State University
Mba, Finance
Northern Illinois University
FAQ
Frequently asked questions about Bryan Stiger, Cfp®
Quick answers generated from the profile data available on this page.
What company does Bryan Stiger, Cfp® work for?
Bryan Stiger, Cfp® works for SGL Financial.
What is Bryan Stiger, Cfp®'s role at SGL Financial?
Bryan Stiger, Cfp® is listed as Lead Financial Planner at SGL Financial | Wealth Management Advisor | Wealth Planner | Financial Consultant | Private Wealth Advisor at SGL Financial.
What is Bryan Stiger, Cfp®'s email address?
AeroLeads has found 2 work email signals at @betterment.com for Bryan Stiger, Cfp® at SGL Financial.
Where is Bryan Stiger, Cfp® based?
Bryan Stiger, Cfp® is based in Greater Chicago Area, United States, United States while working with SGL Financial.
What companies has Bryan Stiger, Cfp® worked for?
Bryan Stiger, Cfp® has worked for Sgl Financial, Betterment, Tiaa, Guggenheim Partners, and Genworth.
How can I contact Bryan Stiger, Cfp®?
You can use AeroLeads to view verified contact signals for Bryan Stiger, Cfp® at SGL Financial, including work email, phone, and LinkedIn data when available.
What schools did Bryan Stiger, Cfp® attend?
Bryan Stiger, Cfp® holds B.S, Finance from Illinois State University.
What skills is Bryan Stiger, Cfp® known for?
Bryan Stiger, Cfp® is listed with skills including Cfp Canidate Module 6, Series 7, Series 63, Mutual Funds, Etfs, Portfolio Management, and Alternative Investments.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial