Wyatt
Guggisberg

Rembrandt Financial Group LLC

CRD#6224407
Investment Advisor
in Austin, TX

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About this Advisor

Wyatt Guggisberg is a certified financial planner working out of Austin, Texas, who has 1 year of industry experience. Guggisberg is an employee of Rembrandt Financial Group LLC. Over the course of their career, Guggisberg has held roles at Merrill Lynch, Southern Methodist University, State Street Advisors, Lpl Financial, LLC, Rembrandt Financial Group and Rembrandt Financial Group LLC. Guggisberg has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Rembrandt Financial Group LLC is a company based out of Austin, TX. It handles $115 million in assets under management among its 433 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 433 accounts, 17% belong to high-net-worth clients who have greater than $1 million in assets. Rembrandt Financial Group LLC has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services depend on which services the firm provides the client. Fees billed by Rembrandt Financial Group LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

248 Addie Roy Road Suite C 103
Austin, TX 78746

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Rembrandt Financial Group LLC Brokerage Details

Total Assets Under Management

$115,400,000

TX Average: $3,042,739,679
Total Number of Employees

6

TX Average: 49
Total Number of Accounts

433

TX Average: 2,315
Average Account Size

$266,513

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Wyatt Guggisberg Work History

Wyatt has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Rembrandt Financial Group LLC

2019 - Present (5 years)

Rembrandt Financial Group

2019 - 2022 (3 years)

Lpl Financial, LLC

2017 - 2018 (1 year)

State Street Advisors

2013 - 2017 (4 years)

Merrill Lynch

2011 - 2013 (2 years)

Southern Methodist University

2009 - 2013 (4 years)

Southern Methodist University

*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 Wyatt Guggisberg 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 Rembrandt Financial Group LLC

Eric Dolin
Austin, TX
Mickey Bryan
Austin, TX
Wyatt Guggisberg
Austin, TX
Daniel Tapia
Austin, TX

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.

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