DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner20 years in industry

JAMES ELLIS BREWER

Advisor at ENVISION WEALTH PLANNING INC.

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4857051e-9333-60bb-8313-3431b7b7dffd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 13, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ENVISION WEALTH PLANNING INC.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 12, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 12, 2006
First registration: Jul 13, 2006
Dual registered: no
IAPD individual key: 5142630

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ENVISION WEALTH PLANNING INC.	State registered	Oct 23, 2018	n/a	yes	CHICAGO, IL	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 22, 2010	Oct 16, 2018	no	CHICAGO, IL\|CHICAGO, IL\|DOWNERS GROVE, IL	Previous registration
B. C. ZIEGLER AND COMPANY	Former SEC adviser	Feb 23, 2009	Apr 8, 2010	no	CHICAGO, IL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jul 13, 2006	Feb 25, 2009	no	CHICAGO, IL\|DOWNERS GROVE, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	ENVISION WEALTH PLANNING INC.	Oct 16, 2018	Oct 23, 2018	7	Firm change	RIA to state RIA
B. C. ZIEGLER AND COMPANY	LPL FINANCIAL LLC	Apr 8, 2010	Mar 22, 2010	-17	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	B. C. ZIEGLER AND COMPANY	Feb 25, 2009	Feb 23, 2009	-2	Firm change	Other

Relationships

Registered with (4)

→ ENVISION WEALTH PLANNING INC.Registered adviserregistration: current employment
Oct 23, 2018 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 22, 2010 to Oct 16, 2018factForm ADV
→ B. C. ZIEGLER AND COMPANYRegistered adviserregistration: previous registration
Feb 23, 2009 to Apr 8, 2010factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 13, 2006 to Feb 25, 2009factForm ADV

Dated events

No dated event names this entity yet.