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Gary Joseph Preisser

Stonebriar Wealth, LLC

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About Gary Joseph Preisser

Gary Preisser is a financial advisor who has been in the industry since 2010. Gary has a Series 6, 63, and 65 license and currently works for Stonebriar Wealth, LLC based in Lehi, UT. Prior to joining Stonebriar Wealth, LLC, Gary has worked for various other firms, including USA Financial Securities Corporation, Transamerica Financial Advisors, Inc., and World Group Securities, Inc. Gary specializes in financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Gary Preisser is currently registered with Stonebriar Wealth, LLC. Stonebriar Wealth, LLC is an investment advisor specializing in financial planning and portfolio management for individuals. They also offer selection of other advisors. The firm has 2 licensed agents, 2 investment advisor representatives, and 2 investment advisory functions.

Not reported

Assets Under Management

Not reported

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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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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Gary Preisser’s Registration & Firm History

UT

02/20/2024 - Present

Stonebriar Wealth, LLC (LEHI UT)

CA

01/12/2017 - 04/11/2017

USA FINANCIAL SECURITIES CORPORATION (San Ramon CA)

CA

01/06/2012 - 10/17/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (PLEASANTON CA)

CA

02/08/2010 - 01/06/2012

WORLD GROUP SECURITIES, INC. (PLEASANTON CA)

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Licenses & Designations

IA

Issued 04/01/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/01/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Joseph Preisser.
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