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Bryon Brandt

Advisor at Primerica Advisors

Updated today

Location

Oak Brook, IL 60523

Credentials

Series 63, Series 65

Industry experience

8 years

About

Bryon Brandt is a financial advisor with Primerica Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His background includes several roles with the Cook County Clerk’s office and work related to election day operations. He also has involvement in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

Client services

Based on Primerica Advisors

Portfolio management

Expertise

Based on Primerica Advisors

ESG / Sustainable investing Tax-loss harvesting Income planning

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Fee options

Percentage

$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)

Other

Account minimum: $25,000

Location

2001 Midwest Rd, Suite 102

Oak Brook, IL 60523

Most active in

Illinois

Work history

Cook County Clerk

2024 - 2024 (1 year)

Cook County Clerk

2023 - 2023 (1 year)

Working Early Voting & Election Day

2021 - 2021 (1 year)

Cook County Clerk

2018 - 2018 (1 year)

Cook County Clerk

2018 - 2018 (1 year)

Primerica Advisors

2017 - Present (9 years)

Job Search Work Team

2016 - 2016 (1 year)

Primerica Financial Services

2016 - Present (10 years)

Unemployed

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Hinsdale, IL

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John Doncaster is the principal of Doncaster Wealth LLC in Hinsdale, IL, holding Series 63 and Series 65 licenses with 12 years of industry experience. He previously worked at Northwestern Mutual and Pacific Life, where he maintained roles from 2012 through 2025. Outside of advisory work, he is involved in insurance sales and servicing. Doncaster Wealth LLC provides discretionary asset management and financial planning services tailored to clients’ goals, time horizons, and risk tolerance. The firm employs methods including fundamental and cyclical analysis, as well as Modern Portfolio Theory, and accepts discretionary trading authority to implement strategies.

General retirement planning Income planning Wealth management Tax-loss harvesting Charitable giving tax strategies

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Naperville, IL

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General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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Christopher K

Series 63, Series 65

Wheaton, IL

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Active portfolio management Options & derivatives strategies Private / alternative investments
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General retirement planning Social Security optimization Tax-loss harvesting
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Michael A

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Michael Akinosho is the principal advisor at MOA Advisory & Financial Services Co. He holds a Series 65 designation and has five years of industry experience. Prior to his current role, he held positions at Engooden Health Inc. and Global View Capital Management, Ltd. In addition to his advisory work, he serves as Manager of Technical Accounting for the American Medical Association, overseeing financial reporting and budgeting for over 240 physicians and medical students. MOA Advisory & Financial Services Co is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, families, trusts, estates, pension and profit-sharing plans, pooled investment vehicles, and small businesses. The firm integrates a long-term core asset-allocation approach with technically based, rule-driven strategies, and maintains an in-house tax and accounting practice offering tax preparation and planning services alongside its advisory work.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Michael L

CFP®

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General retirement planning General tax planning Passive / index investing Real estate investing
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