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Bryan Craig Wisda

Almega Wealth Management

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About Bryan Craig Wisda

Bryan Wisda is a financial advisor at Almega Wealth Management. Bryan has been in the financial services industry for over 20 years and is a Certified Financial Planner. Bryan has a strong background in helping individuals with financial planning and portfolio management. Bryan has previously worked at UBS Financial Services Inc. and Farmers Financial Solutions, LLC.

Firm Information

Bryan Wisda is currently registered with Almega Wealth Management. Almega Wealth Management is an independent wealth management firm dedicated to providing personalized financial planning and investment management services to individuals and families. With over $59 million in assets under management, we are committed to helping our clients achieve their financial goals through a comprehensive and customized approach. Our team of experienced professionals offers a range of services including financial planning, portfolio management, and educational seminars. We strive to build long-lasting relationships with our clients, ensuring their financial security and peace of mind.

$59.09M

Assets Under Management

180

Total Clients

3

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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percentage of assets

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

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other

Educational seminars

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Bryan Wisda’s Registration & Firm History

AZ

08/29/2022 - Present

Almega Wealth Management (SCOTTSDALE AZ)

AZ

11/28/2001 - 03/21/2007

UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)

CA

02/07/2001 - 10/30/2001

FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)

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Licenses & Designations

BOTH

Issued 12/13/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/07/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/27/2001

Series 7 - General Securities Representative Examination

BC

Issued 02/05/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Craig Wisda.
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