Regional Manager
Wintrust Investments
Brian Venn, CFP® is a seasoned financial services executive with more than 25 years of experience in wealth management, advisory leadership, and program growth. Licensed in 1998, he has built a career spanning top national institutions, including Wells Fargo, J.P. Morgan Chase, and U.S. Bancorp Investments. At Wells Fargo, Brian advanced from top-producing advisor to multi-region leader, overseeing expanded markets and teams. He later led a Midwest region for U.S. Bancorp Investments and served as a producer at J.P. Morgan Chase.
Immediately prior to joining Wintrust Investments, Brian directed the wealth management program at California Credit Union, where he earned national recognition for redesigning the wealth offering and delivering significant growth.
Brian holds a B.S.B.A. from the University of Missouri–Columbia and is a CERTIFIED FINANCIAL PLANNER™ professional. He lives with his wife, Holly, and their two sons, Dylan and Jack. He is an avid golfer with a single-digit handicap, and he enjoys bowling with his sons.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP® (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.
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