Meet the Investment Team Bryson Horman, CFP®
Centralized Wealth Advisor
Bryson Horman is a virtual wealth advisor, providing video and phone appointments for clients who prefer the efficiency of a virtual relationship or are unable to meet in person. He has been with Mountain America Investment Services since 2020. Prior to joining the team, he gained valuable experience during his two years with US Bank.
Bryson holds a bachelor’s degree in personal financial planning and successfully passed the CFP® exam in March 2022. He is also an ACCREDITED FINANCIAL COUNSELOR™ and holds Series 7 and Series 66 securities licenses through LPL Financial.
Bryson is committed to helping his clients succeed in both their personal and financial lives. He works closely with them to create a plan for their unique situations by evaluating their budget and savings strategies, retirement and estate plans.
During his free time, Bryson enjoys watching and playing sports, hiking and fishing. He loves spending time with his wife and their hairless cat, Smeagol.
CONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
