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Gary Thomas Hitzler

Tempus Wealth Planning, LLC

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About Gary Thomas Hitzler

Gary Thomas Hitzler is an Investment Advisor Representative at Tempus Wealth Planning, LLC, based in Irvine, California. Gary has been in the industry since 1996 and is a registered representative in the state of California. Gary holds the Series 7, Series 63, Series 52 and Series 65 securities licenses and is also a SIE exam holder. Gary specializes in financial planning, portfolio management for individuals and businesses. Prior to joining Tempus Wealth Planning, LLC, Gary worked at Ameriprise Financial Services, LLC.

Firm Information

Gary Hitzler is currently registered with Tempus Wealth Planning, LLC. Tempus Wealth Planning, LLC is an investment advisor based in Irvine, CA. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations. The firm has approximately $400.48 million in regulatory assets under management.
Tempus Wealth Planning, LLC

100 SPECTRUM CENTER DRIVE

IRVINE, CA 92618

$400.48M

Assets Under Management

4

Total Clients

10

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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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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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 Hitzler’s Registration & Firm History

CA

08/19/2022 - Present

Tempus Wealth Planning, LLC (IRVINE CA)

CA

10/05/2009 - 08/23/2022

AMERIPRISE FINANCIAL SERVICES, LLC (IRVINE CA)

CA

02/28/1996 - 10/05/2009

AMERIPRISE ADVISOR SERVICES, INC. (IRVINE CA)

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Licenses & Designations

IA

Issued 10/05/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/06/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/1996

Series 7 - General Securities Representative Examination

BC

Issued 02/27/1996

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Gary Thomas Hitzler. Review regulatory record here.
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