Brynne
Speizer
Wacker Wealth Partners, LLC
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About this Advisor
Brynne Speizer is a certified financial planner based out of San Luis Obispo, California who has 2 years of relevant experience. Speizer is an advisor for Wacker Wealth Partners, LLC. The advisor has gained experience at Opportunity Fund, City Year Seattle and Wacker Wealth Partners. Speizer is approved to operate in California. Wacker Wealth Partners, LLC is a company headquartered in San Luis Obispo, CA. The firm has a total of 22 financial advisors. It handles $1 billion in total assets across its 699 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm provides services to eight charitable organizations. Of its 699 customer accounts, 70% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Wacker Wealth Partners, LLC has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Fees for financial management largely depend on which services are offered. Fee types billed by Wacker Wealth Partners, LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wacker Wealth Partners, LLC Brokerage Details
$1,027,296,055
22
699
$1,469,665
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Brynne Speizer Work History
Brynne has been registered as a financial advisor for 2 years.*
Wacker Wealth Partners
City Year Seattle
Opportunity Fund
*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 Brynne Speizer 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 Wacker Wealth Partners, LLC
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, 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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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.
