Bryan
Buchert
Kera Capital Partners
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About this Advisor
Bryan Buchert is a certified financial planner who works out of Sacramento, California with a total of 2 years of industry experience. Buchert is on the advisory team at Kera Capital Partners. Their career trajectory has included roles at Massmutual Life Insurance Company, Mml Investors Services LLC, Oem Company, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Citigroup and Kera Capital Partners, Inc. Buchert has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Kera Capital Partners is an advisory firm headquartered in San Jose, CA. The investment advisory business has offices in 11 locations and a total of nine advisors. It manages $167 million in assets between its 420 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 420 client accounts, 79% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm offers a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors largely depend on which service is provided. However, fees charged by Kera Capital Partners can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kera Capital Partners Brokerage Details
$166,700,527
9
420
$396,906
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Bryan Buchert Work History
Bryan has been registered as a financial advisor for 2 years.*
Kera Capital Partners, Inc
Citigroup
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Massmutual Life Insurance Company
Mml Investors Services LLC
Oem Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bryan Buchert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kera Capital Partners
San Francisco, CA
Sacramento, CA
Bend, OR
San Jose, CA
San Jose, CA
Mokena, IL
Daly City, CA
San Jose, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
