Christian
Bretz

Newfront Retirement Services, Inc

CRD#2903250
Investment Advisor
in San Francisco, CA

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About this Advisor

Christian Bretz is a financial advisor operating out of San Francisco, California who has 9 years of industry experience. Bretz currently works for Newfront Retirement Services, Inc. Throughout their career, they have worked at Abd Insurance And Financial Services, Financial Telesis Inc and Abd Retirement Services, Inc. Bretz holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in California. Newfront Retirement Services, Inc is a registered investment company based in San Francisco, CA. The firm has offices in 16 locations and a total of 27 financial advisors. It administers $225 million in assets under management across its 24 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The company offers pension consulting services. Fees charged by financial advisors usually are based on the type of services provided. However, fees billed by Newfront Retirement Services, Inc can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

450 Sansome Street Suite 300
San Francisco, CA 94111

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Newfront Retirement Services, Inc Brokerage Details

Total Assets Under Management

$225,317,067

CA Average: $7,578,581,321
Total Number of Employees

27

CA Average: 43
Total Number of Accounts

24

CA Average: 3,727
Average Account Size

$9,388,211

CA Average: $2,033,427

Investment Advisory Services

  • Pension consulting services

Christian Bretz Work History

Christian has been registered as a financial advisor for 9 years.*

2013 - Present (11 years)

Abd Retirement Services, Inc

2012 - Present (12 years)

Abd Insurance And Financial Services

2012 - 2014 (2 years)

Financial Telesis 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 Christian Bretz 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 Newfront Retirement Services, Inc

Justin Mcadams
San Francisco, CA
Curtis Fugate
Sacramento, CA
Christopher Call
San Francisco, CA
Christian Bretz
San Francisco, CA
Scott Mccloskey
San Francisco, CA
Sarah Schwartz
San Francisco, CA
Clay Stafford
San Francisco, CA
Michael Forney
San Francisco, 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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