Bronwyn Mirretti has been Chief Executive Officer & Chief Compliance Officer of Mirretti Perryman Wealth Strategies since February 2022, is a control person of the firm and directly owns under 5% of it. Bronwyn Mirretti holds a Bachelor's degree from Lake Forest College.
Mirretti Perryman Wealth Strategies, LLC is a Skokie, IL firm with $179M under management, 178 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Bronwyn Mirretti is Financial Advisor & CEO of Mirretti Perryman Wealth Strategies, based in Skokie, IL. She has over 20 years of experience in the financial services industry and works with individuals and families on wealth accumulation and distribution, charitable and estate planning, and small business solutions including business growth, succession planning, and employee benefits.
Bronwyn Mirretti’s longest registration was 11 years at Thrivent Investment Management Inc. (2004–2016). Before joining Mirretti Perryman Wealth Strategies in 2022, Bronwyn Mirretti was registered through Raymond James Financial Services Advisors, Inc and Thrivent Investment Management Inc.
- – present · 4 yearsSkokie, IL · Adviser representative · Firm CRD 319408
- Raymond James Financial Services Advisors, Inc– · 6 yearsSkokie, IL · Adviser representative · Firm CRD 149018
- Thrivent Investment Management Inc.– · 11 yearsEvanston, IL · Adviser representative · Firm CRD 18387
Professional designations
Listed by Mirretti Perryman Wealth Strategies
- CFP®
Investment adviser representative registrations
Bronwyn Mirretti is registered as an investment adviser representative in 2 states. Each was approved in April 2022.
- IllinoisSince 15 April 2022
- TexasSince 15 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 March 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 August 2001 |
| Series 7 | General Securities Representative Examination | 8 August 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bronwyn Noreen Mirretti
- CRD
- 4426135
- Firm
- Mirretti Perryman Wealth Strategies · CRD 319408
- Role
- Chief Executive Officer & Chief Compliance Officer
- Office
- 4711 GOLF ROAD, SUITE 402, Skokie, IL 60076
- Registration
- Investment adviser registration
- In the industry since
- August 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mirrettiperryman.com
Where does Bronwyn Mirretti work?
Bronwyn Mirretti has been Chief Executive Officer & Chief Compliance Officer of Mirretti Perryman Wealth Strategies, LLC since February 2022, and is a control person of the firm.
Is Bronwyn Mirretti a financial advisor?
Yes. Bronwyn Mirretti has a current investment-adviser registration in Illinois and Texas, through Mirretti Perryman Wealth Strategies since April 2022.
How many years of experience does Bronwyn Mirretti have?
Bronwyn Mirretti has 25 years in the financial industry, since August 2001, across 3 adviser firms.
What exams has Bronwyn Mirretti passed?
Bronwyn Mirretti has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in August 2001. FINRA credited Bronwyn Mirretti with the SIE, which began in October 2018.
Where did Bronwyn Mirretti work before Mirretti Perryman Wealth Strategies?
Before Mirretti Perryman Wealth Strategies, Bronwyn Mirretti was registered through Thrivent Investment Management Inc., June 2004 to March 2016.
Where is Bronwyn Mirretti based?
Bronwyn Mirretti’s registered office is in Skokie, IL.
Is Bronwyn Mirretti registered with FINRA?
No. Bronwyn Mirretti has no current broker registration.
Is Bronwyn Mirretti a CFP?
Mirretti Perryman Wealth Strategies lists Bronwyn Mirretti with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Bronwyn Mirretti’s record?
Search CRD 4426135 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bronwyn Mirretti’s full registration record.
