Bryan Wertzer
Bryan Wertzer is a registered investment advisor at Independent Financial Group, LLC, based in Sacramento, CA, with 32 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
9700 Business Park Dr, Ste 204, Sacramento, CA, 95827
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bryan owns Wertzer Wealth Management LLC, a tax conduit, and is a 50% owner of Sutley Wertzer, Inc., a DBA used for marketing purposes, dedicating nearly full-time hours to the latter. He also owns 50% of S&W Investments, LLC, a real estate holding company, spending minimal time on this activity.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Pension Planners Securities, INC.
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Pension Planners Securities, INC.
Pension Planners Securities, INC.Broker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.