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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan 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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Revenue sharing arrangement
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2
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)
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
Active
Inactive
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