About Bryan G. Laverman CFP®
Bryan G. Laverman CFP® CERTIFIED FINANCIAL PLANNER™
Bryan G. Laverman is an Investment Advisor Representative with Private Advisor Group and is a Registered Representative with LPL Financial, a Registered Broker/Dealer. He is currently securities and insurance licensed in both Indiana and Illinois.
Bryan is a fee-based advisor assisting clients who want personalized advice without product or sales influence. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Bryan is held to the highest service standards. The CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning. Bryan holds a Bachelor’s Degree from Governors State University with a minor in finance and also holds Series 7 through LPL Financial and Series 66 through both LPL Financial and Private Advisor Group.
Bryan believes that the construction of a financial plan is of primary importance and provides a blueprint aimed towards a structured and disciplined approach to retirement planning. He offers access to a variety of investment and insurance vehicles to match each client’s specific needs and specializes in helping individuals to pursue an assortment of financial goals.
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