Bryan Pratt, CFP®, AIF®< Back to Team
Bryan joined our firm as a financial planner in 2004. He focuses primarily on comprehensive financial planning and investment management for individuals and families, as well as retirement plan design and service for small businesses. Bryan is extremely passionate about the integration of retirement planning, investments, and technology; he employs a technical, data-driven approach (a likely by-product of his computer science and mathematics education,) then distills that analysis to provide simple, clear, and actionable advice for our clients.
Bryan has been recognized for his retirement planning expertise and was named to Forbes’ list of America’s Top Next-Generation Wealth Advisors in 2018 and 2019. He has also been a featured presenter on the topics of Retirement and Practice Transitions for multiple industry association events.
Bryan is a graduate of Luther College and obtained his CERTIFIED FINANCIAL PLANNER(CFP®) certification in 2008. He holds the Accredited Investment Fiduciary (AIF®) designation and multiple securities registrations (through Commonwealth Financial Network). Bryan also maintains memberships in various industry organizations, such as the Financial Planning Association (FPA) and the Financial Services Institute (FSI). Prior to becoming a financial planner, Bryan worked in the account management division of a retail mutual fund company.
In addition to his passion for personal finance and investments, Bryan enjoys being active and can be found on the street running or biking early most mornings. He is a consistent participant in community softball leagues and occasionally leads music at his church. Bryan and his wife, Kari, reside in Mankato with their two children.
The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors1 recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. Click here for the full methodology that Forbes developed in partnership with SHOOK Research. This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.