Brian Joseph Fritzsche
Investment adviser representative at Moller Wealth Partners
17 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$755.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Moller Wealth PartnersJun 2018 to now
- Moller Financial ServicesApr 2018 to now
- Drw TradingJul 2009 to Mar 2018
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
Moller Wealth Partners
Legal name: Moller Wealth Partners, Inc.
$755.9MAssets managed
296Clients
2Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6962514
- Firm CRD
- 110493