James William Bryan Jr.
Advisor at Hyland Lake Partners — Edina, MN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, ChFC®, Series 63
Experience Industry experience
13 years
Location
Edina, MN 55439
Hyland Lake Partners
Supported
Total advisors
2Clients per advisor
39 TypicalAvg AUM per client
$1,196,854 HighHNW client ratio
41% HighJames Bryan Jr. is a financial advisor at Hyland Lake Partners with 13 years of industry experience. He holds the CFP® and ChFC® designations along with a Series 63 license. His prior experience includes roles at Cahill Financial Advisors and Northwest Asset Management. Outside of his advisory work, he is the owner of Bluestone Wealth Strategies, Inc., an entity not offering investment advisory services. Hyland Lake Partners is a fee-only financial planning and investment management firm serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm provides discretionary portfolio management and comprehensive financial planning, utilizing customized portfolios often built with exchange-traded and mutual funds, and follows a consultative process aligned with CFP Board standards.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $10,000,000: 0.50% $10,000,000+: 0.30%
Fee-only: Financial planning fees charged on a fixed fee basis, ranging from $1,000 to $10,000 based on scope and complexity; fees for annual financial plan updates assessed additionally.
Edina, MN
7401 Metro Blvd, Suite 555
Edina MN 55439
Advisors at this office
2
Minnesota · Texas
13 years of industry experience
Hyland Lake Partners, LLC
2025 - Present • 1 year
Edina, MN
NWAM, LLC dba Northwest Asset Management
2024 - 2025 • 1 year
Edina, MN
Cahill Financial Advisors, Inc
2009 - 2024 • 15 years
Edina, MN
Bluestone Wealth Strategies
2007 - 2024 • 17 years
Edina, MN
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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