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Bryon Deiss, CFS®

Member in Good Standing
Financial Advisor
Woodbury, MN
CFS®
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About Bryon

  My focus is investment management and holistic financial planning to small business companies, families, and individuals.

Results oriented sales professional with extensive experience negotiating win/win solutions to complex business and individual needs.  Effective communicator with solid analytical and problem solving skills.  Well organized, experienced working both independently and in a highly successful team environment.  Over 25 years successful sales experience in the financial investments industry.

Additional capabilities include:
· Solid client relationship building skills.
· Great prioritization and conflict resolution skills.
· Strength in developing, presenting, and implementing a complete financial plan.
· Built and conducted successful group presentations and group training.
· Strength in training Sales Reps how to sell from pre-sale to close.

 

Education

Bachelors

Licenses

Series 6
Series 63
Series 7
Series 66
Life & Health License - MN

IBF Designations

Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
Interested in earning an IBF designation? Explore all programs

Contact Bryon

Woodbury, MN
Email

At a Glance

IBF Designations 1
Member Since 2001
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Practitioner-Reviewed education since 1988
Profile verified · March 2026

What makes an IBF-designated advisor different?

1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.