BB
CFP
BB
CFP

Bryan Buchert

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
282 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$808.1M

Fee Structure

Minimum Investment:$300K
Financial Planning:Investment management only
Loading...

Location

4101 J Street, Suite E, Sacramento, CA, 95819

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Bryan is an insurance broker with Highland Capital Brokerage, selling insurance products for commission, dedicating minimal time. He is also a member of HBB Management LLC and managing member of BUCB20210826 LLC, both entities used for real property holdings and passive investments, respectively, each requiring minimal time.

Employment History
Current Registrations
Kera Capital Partners
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
August 2017 - March 2021 · 3 yrs 7 mos
Citigroup Global Markets INC.Broker
August 2017 - March 2021 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2015 - September 2017 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2015 - September 2017 · 2 yrs 5 mos
MML Investors Services, LLC
June 2014 - April 2015 · 10 mos
MML Investors Services, LLCBroker
May 2014 - April 2015 · 11 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.