Bryan
Sarff
True Wealth & Company
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About this Advisor
Bryan Sarff is a certified financial planner based out of Overland Park, Kansas with 8 years of relevant experience. Sarff is an employee of True Wealth & Company. Throughout their career, they have worked at Ing Financial Partners, Inc, Gremler Financial Group, Purshe Kaplan Sterling Investments, Reutemann Financial Solutions, Inc, True Wealth & Company LLC, Trueinsurance.Life, 2 Door, LLC and Mytruehr, LLC. Sarff holds Series 63 and Series 66 licenses, certifying them as a securities representative, and can operate in Illinois, Kansas, Missouri, Texas and Wisconsin. True Wealth & Company is an advisory company that has its headquarters in Overland Park, KS. It oversees $127 million in assets between its 856 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 856 client accounts, 17% are held by high-net-worth investors who have more than $1 million in assets available to invest. True Wealth & Company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters, educational seminars and other services. Financial management fees are based on the financial services provided. However, fee types billed by True Wealth & Company likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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True Wealth & Company Brokerage Details
$126,496,448
8
856
$147,776
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Bryan Sarff Work History
Bryan has been registered as a financial advisor for 8 years.*
2 Door, LLC
Mytruehr, LLC
True Wealth & Company LLC
True Wealth & Company LLC
True Wealth & Company LLC
Trueinsurance.Life
Purshe Kaplan Sterling Investments
Reutemann Financial Solutions, Inc
Ing Financial Partners, Inc
Gremler Financial Group
*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 Sarff 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 True Wealth & Company
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
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.
