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Bryan Adam Rentschler

Exencial Wealth Advisors

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About Bryan Adam Rentschler

Bryan Rentschler is an investment advisor representative with Exencial Wealth Advisors. Bryan is a registered investment advisor in California, Connecticut, Florida, North Carolina, Oklahoma, Pennsylvania, and Texas. Bryan has been in the industry for over 10 years. Bryan has experience working with clients of all types including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Bryan is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals. Bryan holds a Series 6, 7, and 66 license.

Firm Information

Bryan Rentschler is currently registered with Exencial Wealth Advisors. Exencial Wealth Advisors is an Oklahoma City-based wealth management firm with over $5 billion in assets under management. They provide a variety of services, including financial planning, portfolio management, and pension consulting. They serve a range of clients, including individuals, businesses, and institutions. Exencial Wealth Advisors is a registered investment advisor and is committed to providing their clients with personalized and comprehensive wealth management solutions.
Exencial Wealth Advisors

9108 N. KELLEY AVENUE

OKLAHOMA CITY, OK 73131

$5.02B

Assets Under Management

45

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting

General consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing arrangement

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Bryan Rentschler’s Registration & Firm History

CA

06/23/2022 - Present

Exencial Wealth Advisors (Westlake Village CA)

CA

07/11/2019 - 06/15/2022

PRUCO SECURITIES, LLC. (CITY OF INDUSTRY CA)

CA

03/07/2018 - 05/09/2019

EDWARD JONES (GLENDORA CA)

GA

05/21/2007 - 10/24/2008

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 03/29/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2018

Series 7 - General Securities Representative Examination

BC

Issued 05/19/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Adam Rentschler.
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