D
Dream Bigger Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Dream Bigger Financial provides discretionary portfolio management, ongoing financial planning, and limited consulting services such as student loan consultations. The firm documents client objectives in an Investment Policy Statement and delivers periodic account reports through custodians for retirement and taxable accounts.
The firm’s investment approach combines modern portfolio theory and fundamental analysis with a long-term trading horizon, and it generally implements strategies using mutual funds, ETFs, index funds, target‑date funds and annuities. Dream Bigger typically charges asset‑based advisory fees and seeks to allocate investment opportunities fairly across client accounts while requesting discretionary trading authority.
Distinctive features include that a supervised person of the firm is a licensed insurance agent and the firm recommends insurance products and annuities provided by selected carriers, a relationship the brochure identifies as a potential conflict and addresses through disclosure and periodic review. The firm also requires clients to use a specific custodial platform (Altruist) and receives institutional platform benefits, and it offers targeted services such as reduced planning arrangements for medical trainees and standalone student loan consultations.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Fee options
On-going financial planning: $500 to $10,000 paid quarterly or monthly; Student loan consultation: $299 per consultation
0.50% annually
Main office location
Dream Bigger Financial, LLC
725 W Freshwater Way, 404
Milwaukee WI 53204, United States
Number of offices
1
Most active in
Dream Bigger Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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