Bryan
Rentschler
Exencial Wealth Advisors
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About this Advisor
Bryan Rentschler is a financial advisor operating out of Thousand Oaks, California, with 1 year of industry experience. Rentschler works at Exencial Wealth Advisors. The advisor has gained experience 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. Rentschler maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California, Connecticut, North Carolina, Oklahoma and Texas. Exencial Wealth Advisors is a registered investment firm based in Oklahoma City, OK. The company has offices in 12 locations and a total of 114 people on staff. It has $4 billion in total assets across its 4,629 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 33 charitable organizations. Of its 4,629 client accounts, 45% belong to high-net-worth investors who have at least $1 million in assets. The business provides a broad assortment of services, such as 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. Fees for financial management largely are based on the type of financial services. Fees billed by Exencial Wealth Advisors most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Exencial Wealth Advisors Brokerage Details
$3,769,638,990
114
4,629
$814,353
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
Bryan has been registered as a financial advisor for 1 years.*
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
*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 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
Old Lyme, CT
Dallas, TX
Oklahoma City, OK
Dallas, TX
Huntersville, NC
Oklahoma City, OK
Huntersville, NC
Thousand Oaks, CA
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