Bryan
Krill
Wacker Wealth Partners, LLC
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About this Advisor
Bryan Krill is a certified financial planner based in San Luis Obispo, California who has 15 years of industry experience. Krill is currently employed by Wacker Wealth Partners, LLC. They have been an employee of Wacker Wealth Partners, Llc for the entirety of their career. Krill has a Series 63 license, qualifying them as a securities agent, and is able to operate in California. Wacker Wealth Partners, LLC is a business based out of San Luis Obispo, CA. The investment advisory business has a total of 22 advisors. It controls $1 billion in assets between its 699 client accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm advises eight charitable organizations. Of its 699 customer accounts, 70% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Fees for financial management are based on the services provided. However, fee types billed by Wacker Wealth Partners, LLC most likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wacker Wealth Partners, LLC Brokerage Details
$1,027,296,055
22
699
$1,469,665
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Bryan Krill Work History
Bryan has been registered as a financial advisor for 15 years.*
R. E. Wacker Associates, Inc
*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 Krill 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 Wacker Wealth Partners, LLC
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, 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.
