DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Bryan Robert Byrer

Millennial Financial Planningstate registeredIndianapolis, InIA-onlyIAPD 6587104

Feed of 09/14/2026

Also filed as Bryan R Byrer

At current firm

1 y

since Aug 7, 2025

In the industry

10 y

since Dec 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Millennial Financial Planning state registered current
since Aug 7, 2025 · Indianapolis, In
Deerfield independent RIA
Sep 16, 2024 to Oct 31, 2025 · Indianapolis, In
Wealthpoint Advisors LLC former
Dec 18, 2023 to Aug 21, 2024 · Indianapolis, In
J.P. Morgan Securities LLC wirehouse
Nov 22, 2021 to Jun 9, 2023 · Westfield, In

Moves

a registration end followed by a registration begin elsewhere

Deerfield to Millennial Financial Planning
left Oct 31, 2025, registered Aug 7, 2025 (-85 days) · RIA to a state-registered adviser
Wealthpoint Advisors LLC to Deerfield
left Aug 21, 2024, registered Sep 16, 2024 (26 days) · RIA to RIA
J.P. Morgan Securities LLC to Wealthpoint Advisors LLC
left Jun 9, 2023, registered Dec 18, 2023 (192 days) · Wirehouse to independent RIA

Signals

Bryan Robert Byrer left Deerfield for Millennial Financial Planning (registered 2025-08-07)
Oct 31, 2025 · Advisor changed firm · fact
Bryan Robert Byrer left Wealthpoint Advisors Llc for Deerfield (registered 2024-09-16)
Aug 21, 2024 · Advisor changed firm · fact
Bryan Robert Byrer left J.P. Morgan Securities Llc for Wealthpoint Advisors Llc (registered 2023-12-18)
Jun 9, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address