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Brian W
Series 65
Chicago, IL
Bright Lantern Financial LLC
Brian Wolf is the sole advisor at Bright Lantern Financial LLC in Chicago, IL, where he has worked since 2011. He holds a Series 65 designation and has 14 years of industry experience. Bright Lantern Financial LLC is a fee-only registered investment adviser serving individual clients with discretionary portfolio management and standalone financial planning. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, focusing on broad diversification with low-cost index funds and ETFs, cost management, and tax-efficient strategies.
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