Bryan
Rentschler
Exencial Wealth Advisors
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About this Advisor
Bryan Rentschler is a financial advisor based in Thousand Oaks, California, working with Exencial Wealth Advisors. Bryan has previously held positions at Edward Jones, Bank Of America Home Loans, Onewest Bank, Network Capital Funding Corporation, Pruco Securities, LLC, Exencial Wealth Advisors, LLC, and Prudential Insurance Company Of America. Bryan has passed the Series 66 regulatory exam and is registered to provide services in California, Connecticut, Florida, North Carolina, Oklahoma, Pennsylvania, and Texas. Currently, Bryan is part of Exencial Wealth Advisors, which operates out of Thousand Oaks, California. The firm has 12 offices and 101 employees. The firm manages assets totaling $5.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Exencial Wealth Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Exencial Wealth Advisors Brokerage Details
$5,015,687,471
101
10,586
$473,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Bryan Rentschler Work History
Exencial Wealth Advisors, LLC
Pruco Securities, LLC
Prudential Insurance Company Of America
Edward Jones
Network Capital Funding Corporation
Onewest Bank
Bank Of America Home Loans
Disclosures
Please visit the SEC profile of Bryan Rentschler 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 Exencial Wealth Advisors
Dallas, TX
Oklahoma City, OK
Plano, TX
Oklahoma City, OK
Old Lyme, CT
Huntersville, NC
Oklahoma City, OK
Oklahoma City, OK
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